Blogs & Articles
What is a Designation of Healthcare Surrogate?
A Designation of Healthcare Surrogate nominates an individual to make medical decisions on your behalf. It also specifies the types of treatment your surrogate is allowed to consent to and names alternates if your first choice is not able or willing to serve as your...
What is a Pour Over Will?
Your Pour Over Will has a few functions. First, it nominates your Personal Representative, who is in charge of winding up your affairs in probate court. The Personal Representative settles debts, changes the legal title of assets not owned by the trust to...
What is a Durable Power of Attorney?
A durable power of attorney appoints an agent to manage your legal and financial affairs and gives the agent signature authority over your accounts. It is effective immediately upon signing and it continues to be valid and effective during any period of incapacity....
Monique Lavender Greenberg is named an “Up and Coming Estate Planning Attorney”
Lavender Greenberg attorney Monique Lavender Greenberg has been named an "Up and Coming Estate Planneing Attorney" by Peoplemaven. Link: https://www.peoplemaven.com/p/DoKVle/monique-lavender-greenberg?refLoc=/l/bo6xVX/Up-and-Coming-Estate-Planners&sort=PeopleScore
I don’t have children and I’m not married. What happens when I pass away?
If a person passes away without a will, Florida intestate succession laws govern who inherits from the estate. When an individual is unmarried and has no children or other descendants like grandchildren or great-grandchildren, we look to sections 732.103(2)-(6) of the...
Are You Leaving Your Children an Inheritance?
All parents want what is best for their children, but many parents have different definitions of what is "best". When you work with an estate planning attorney, they can help you achieve your goals on what works for you and your family. Some parents leave everything...
Per stirpes and Per Capita: How Heirs Inherit
If someone dies intestate (without a will), the default rule is that their heirs or relatives inherit per stirpes. It is a pretty archaic way of distributed property that dates back to medieval England. For some reason, Florida law still uses...
What is a Personal Representative and What Does a Personal Representative Do?
What is a Personal Representative? The personal representative is the person, bank or trust company appointed by the judge to be in charge of the administration of the decedent’s probate estate. In Florida, the term “personal representative” is used instead of such...
Update Your Beneficiary Designations
Take some time this week and make a list of your investment, banking, retirement, and life insurance accounts. Then, reach out to each institution to update your beneficiary designations, naming who you want to receive the account funds on your death. Having updated...
Back to School Check Up
As the school year begins, and our children settle into new routines, every parent should take a few minutes to do a "Back to School Check Up". Look over your estate planning documents for the following: Guardians. Have you named Guardians to care for your children...
