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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...
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...
There a lot of talk going on right now about back to school. Teachers, parents, and students are all worried about corona virus. Are we doing virtual, in person, a little of both? There is still so much up in the air right now as Florida still battles with rising...
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...
If a person dies without a will, that person is said to have died “intestate”. Should the decedent die intestate, the probate assets are usually not turned over to the state of Florida. This situation would occur if the decedent had no “heirs.” If the decedent died...
Last week Sherri talked about the new Electronic Wills available in Florida. Listen in to find out her thoughts on this new option.
Spring Cleaning for Your Estate Plan As discussed Monday morning on Focus on Elder Law on WSBB 1230AM, here is a handy checklist to make sure your Estate Plan is in tip top shape for the New Year. Make a List of Items that are Important for Your Estate Plan, Estate,...
Building wealth can be a lifelong journey, but there’s no set age for an individual to begin planning for their retirement or for the long-term protection of their assets and wealth. Depending on your age and experience, you may or may not be familiar with the roles...