Blogs & Articles
Filing for Divorce? Make Sure You Update Your Estate Plan
People often ask, "When do I need to update my estate plan?" and the simplest answer is that we always recommend you check in with your estate planning attorney after a big life event, whether good or bad. Upon completion of a divorce, Florida law treats your...
Escheated or Unclaimed?
What's the difference between escheated and unclaimed funds? This article gives an analysis: https://www.wealthmanagement.com/estate-planning/what-s-difference-between-escheated-and-unclaimed-funds
Name a Remote Contingent Beneficiary-Don’t Give Your Assets Away to the State
If there are no beneficiaries that are legally entitled to inherit from your estate, your assets "escheat" to the state of Florida. This means that if you are not survived by relatives entitled to inherit from you under the law, or if your will or trust do not name...
Aretha Franklin Passes with No Estate Plan in Place
CNN recently reported that Aretha Franklin died without a will or trust in place. By failing to plan, there will be serious financial, privacy and time issues for those dealing with her estate. Why did Ms. Franklin need an estate plan? How would it have helped:...
Failure to Comply with Guardian Requirements have Serious Consequences
If you are the court-appointed Guardian of the property of a minor or of an incapacitated adult, you are legally required to update the Court on the status of your ward. Every year, a Guardian must file a guardianship plan and either an accounting or an annual...
Lavender Greenberg PLLC Receives “AV Preeminent” Peer Review Rating™ for Monique Lavender Greenberg from Martindale-Hubbell®
Martindale-Hubbell has recognized Coral Gables estate planning attorney Monique Lavender Greenberg with a Martindale-Hubbell Peer Review RatingTM. Monique Lavender Greenberg was given an “AV Preeminent” rating from her peers, which means that she was deemed to have...
“B” is for Basis and “C” is for Capital Gains Tax: Don’t Throw Money Away with Poor Planning
In a world where estate tax only applies where an individual US person has over $11 million in assets (or $22 million for a married couple), the main focus of estate planning clients is often avoiding probate and the fees that come with it. (Attorneys' fees in a...
Avoiding Guardianship in Florida
In Florida, Guardianship can often be an expensive and slow process. In a Guardianship, the Court appoints a “guardian” over a person (the “ward”), the person’s property, or both. This happens when the ward is deemed incapacitated, which can occur due to: Mental...
How Your Estate Plan Can Protect the Interests of Your Minor Children
If a minor child inherits property worth more than $15,000.00, under Florida law that money must be held for their benefit by someone serving as the guardian of their property. This means that if a child’s parents pass away and leave their child an inheritance over...
Tax Day is Tomorrow. What is your “Tax IQ”?
Don't forget tomorrow is Tax Day! Income Tax, Estate Taxes (often referred to as "Death Taxes") and Estate Planning are all integrally Intertwined. Check out this NPR article to check your tax knowledge. http://www.npr.org/…/we-asked-people-what-they-know-about-t…
