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When Minors Get Money: Do You Really Need a Guardianship?
Picture this: Little Juanito is minding his own business when a distracted driver decides to use the sidewalk as an extra lane. Juanito survives (thank
What To Do Immediately After Closing On a New Home
Words by: Sarah Bailey (Guest Contributor) You just closed. Keys in hand. Paperwork signed. Maybe there’s a champagne bottle chilling in the fridge, maybe not.
Guardianship or Power of Attorney: Which One Do You Really Need?
When it comes to planning for incapacity or helping a loved one manage their affairs, people often confuse Power of Attorney (POA) with Guardianship. Both serve the purpose
Business Owners… Are you making these mistakes?
I was recently interviewed by the South Florida Women’s Chamber of Commerce and we briefly touched upon planning for business owners. I’ve had many clients
I Signed My Trust… Now What?
Congratulations! You’ve taken a huge step in securing your legacy and protecting your loved ones by getting your trust done. But before you pat yourself
What is a Letter of Intent? (And Why You Might Want One in Your Estate Plan)
Imagine this: You spend years building a legacy, carefully planning for your family’s future, and setting up a trust to provide for them. But what
