Common Mistakes and Errors with Estate Planning
There are several common and easily avoidable errors that we commonly see. On this episode of Focus on Elder Law, Sherri Akin discusses a few of the most common mistakes she encounters.
Estate Planning
So you’re a Trustee. Now what?
What is a Trustee? What are your responsibilities as a Trustee? Sherri Akin answers these questions and more on this episode of Focus on Elder Law.
When does your Estate Plan need Updating?
On the October 19, 2020 edition of Focus on Elder Law, Sherri discusses some special circumstances that mean it’s time to update an existing Estate Plan. Have your desires or wishes changed? Have you been married, divorced, remarried, or have a new long term...
Special Circumstances That Make Creating an Estate Plan Important
On the October 5, 2020 edition of Focus on Elder Law, Sherri discusses some special circumstances that make an otherwise simple estate more complicated. If you have any of the following you will want to listen to this! Complex Family Situations Blended families...
Online Legal Services vs Your Local Attorney
So, you are in “self-quarantine” or practicing “social distancing” but you have legal matters to address. What do you do – call a local lawyer or go online for services? Online legal services are a popular tool designed to save time and money, but are they a good idea...
Pets in Estate Planning
You work hard to take care of your pets but have you ever thought about what happens to them after you pass away? Including your pets in your estate plan can give you the piece of mind that your faithful companions are well cared for even after you are no longer able...
Charitable Giving
This episode of Focus on Elder Law talks about how charitable giving effects estate planning.
Estate Planning With Second Marriages
A second marriage brings with it many changes. From name changes to beneficiaries, don't forget to add your Estate Plan and Will to the list of things that need to be updated. Listen to this week's Focus on Elder Law as Sherri discusses the things to consider with...
Homestead Exemption in Florida
What is Homestead Exemption in Florida? In the state of Florida, a $25,000 exemption is applied to the first $50,000 of your property’s assessed value if your property is your permanent residence and you owned the property on January 1 of the tax year. This exemption...
Family Business Dealings – When should you consult an attorney?
Doing business with a family member can often be as simple as a hand shake over dinner. But should it?? This week Sherri talked about some of the pit falls of doing business with family without consulting your attorney and when you should consider hiring...