Blog Archive

Tag: Estate Plan

What Can We Learn From John Wayne? Estate Planning Lessons for Florida Families

Well, folks, let me tell ya, when the curtain fell on the life of that legendary actor, John Wayne, in 1979, he left behind a whole heap of kinfolk—seven kids, […]

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Why You Need a Health Care Proxy: Making Medical Decisions Easier for Loved Ones

A comprehensive estate plan should include provisions that protect you in the event of incapacity. It is a risk that we all need to be prepared for. A health care […]

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Top Mistakes to Avoid When Creating an Estate Plan

Every adult in Florida should have a comprehensive estate plan in place. With that being said, merely setting up a basic estate plan is not necessarily good enough. You need […]

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Five Risks of DIY Estate Planning: Why Legal Advice is Essential

An alarming number of people have not established an estate plan. A survey cited by Think Advisor found that just 26% of Americans have a comprehensive estate plan in place. […]

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Integrating a Healthcare Proxy into Your Estate Planning: A Detailed Guide

Health planning is a very important and often underrated part of estate planning. Every adult should have a comprehensive plan for their health. Notably, a healthcare proxy is one of […]

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Trust Administration Essentials: Navigating Complex Family Dynamics and Legalities

Trusts can be a highly effective estate planning tool. You can set up a trust for a wide range of different purposes—from preserving wealth to protecting assets to providing for […]

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The Importance of Updating Your Estate Plan: How Life Changes Affect Your Assets

Many people do not have an adequate estate plan in place. The AARP cites survey data showing that around 6 in 10 American adults have no will or other estate […]

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Understanding Irrevocable Trusts: A Comprehensive Guide to Estate Planning

Every adult in South Florida needs a well-constructed estate plan. A great plan is a comprehensive plan. Many people can benefit from setting up a trust as part of their […]

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Florida Land Trusts

Estate planning is complicated. The process always starts with a will. For many people, a trust can also be a cost-effective, efficient way to protect and preserve their assets. Notably, […]

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Cryptocurrency in Probate: Navigating Digital Assets

A growing number of people own a considerable amount of cryptocurrency. Forbes Magazine estimates that the total global value of cryptocurrency is approximately $1.75 trillion (February 2024). While still not […]

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Probate 101: A Guide to the Probate Process

When a person passes away, their estate must be settled. In Florida, many estates will go through a legal process known as probate.  As explained by the Florida Courts, “probate […]

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The Importance of Estate Planning: Why You Need to Plan Ahead

Are you a South Florida resident who currently lacks a personalized estate plan? You are not the only one: The AARP reports that a shocking 60% of U.S. adults do […]

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Intestate Succession: What Happens When Someone Dies Without a Will?

Estate administration is complicated, and it can be even more complicated when a person passes away without a will. A last will and testament is a core estate planning document. […]

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10 Most Common Estate Planning Questions and Answers

Every adult should have a comprehensive, personally tailored estate plan in place. Yet, the AARP reports that 60% of Americans lack a will, let alone other estate planning documents. Without […]

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What Can Be Learned from Mac Miller’s Estate Plan

Malcolm McCormick, known and adored by fans as Mac Miller, the rap artist, passed away on September 7 with an estate estimated at 14 million dollars.  The 26-year-old rapper set […]

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Portrait of Odelia Goldberg, Esq.

With over 50 years of combined experience, our probate, estate planning, real estate, elder law and asset protection attorneys provide peace of mind for our clients throughout South Florida.

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