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The Three-Year Review and Three-Year Plan
Review your life’s circumstances from three years ago. Think about what you knew and what you didn’t know about managing your wealth….
How to Minimize the (Voluntary) Federal Estate Tax with Portability
Surprising to most people, the federal estate tax is a voluntary tax. Estate planning attorneys used to say, ‘You only pay if…
5 Important Questions to Ask Your Estate Planning Attorney
When you are trying to decide which attorney to hire to create your estate plan, it is important to ask specific question…
Special Needs Trusts in Florida
If you have a disabled child, it is imperative that you seek the assistance of qualified, legal counsel like Maura Curran for…
Social Media…..A Way to Scam the Elderly?
Unfortunately, the elderly have always been vulnerable to scams. As technology becomes an essential part of everyday life for people, senior citizens…
In the Middle…..Caring for your parents & your children
The term “Sandwich Generation” refers to those individuals who are caring for their children while also caring for their parents or in-laws. …
Prenuptial Agreements & What They Mean to YOU
A prenuptial agreement (also referred to as an antenuptial agreement or premarital agreement), is a contract between future spouses or partners outlining how…
DNR vs. Health Care Proxy
Many people are confused by the legal names assigned to their medical documents. However, it is important to have a clear understanding…
Thankfulness & Forgiveness in Estate Planning
When you think about estate planning, you typically think about distributing your assets and leaving monetary gifts to those you love. It…
Unintended Beneficiaries in Florida
What happens if you leave your estate to a person who dies shortly after you? The short answer is that your estate…
