What is a Designation of Healthcare Surrogate?

by | Mar 28, 2019 | Uncategorized

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...

Per stirpes and Per Capita: How Heirs Inherit

by | Nov 15, 2018 | Uncategorized

  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...
Back to School Check Up

Back to School Check Up

by | Sep 7, 2018 | Uncategorized

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...

Aretha Franklin Passes with No Estate Plan in Place

by | Aug 22, 2018 | Uncategorized

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:...