Recent Blog Posts
Why Not Wait Two Years for Summary Administration in Palm Beach County?
If you live in Florida and you recently lost a loved one, you might have heard something about “summary administration.” Perhaps you have heard that this process is significantly easier and cheaper than formal probate administration in Palm Beach County. You might have also heard that if you simply wait two years after your… Read More »
I’m Retired and I Think People Are Stealing Money From My House: What Can I Do?
If you’re retired and aging in place, various people might be coming and going every day. These might include landscapers, home care nurses, delivery people, caregivers, relatives, neighbors, and volunteers. What if you suspect that someone has been stealing cash or valuables from your home? What are your legal options in this situation? Can… Read More »
Can I Invest Inside a Revocable Trust in North Palm Beach?
If you enjoy investing or see it as an important part of your retirement strategy, you might be curious about investing within your revocable trust. However, you might also be wary of investing in this manner. Perhaps you’re worried about the implications of investing within a trust vs. investing as an individual. What are… Read More »
Why Is Confidentiality Important During Estate Planning in Palm Beach County?
If you’re approaching estate planning for the first time, you may have heard that your original Last Will and Testament should be filed with the Cler’s office after you pass away. Once filed, the Last Will and Testament becomes public record. Why is this a concern, and why might you want to prioritize confidentiality with… Read More »
Are Dividends Reliable for Retirees in North Palm Beach?
Many seniors invest in stocks, and some of these stocks may pay dividends. If you’re an experienced investor, you already know all about how beneficial dividends can be. You might have received regular, passive income from your dividend-paying stocks over the decades. As you approach retirement, you may wonder whether your dividends can continue… Read More »
Estate Planning Steps to Take After Moving to Florida
In 2025, Florida Today predicted that a “Silver Tsunami” of retirees would soon arrive in the Sunshine State. Florida remains a popular location for newly retired individuals, and it also offers various estate planning advantages that these new arrivals may or may not be aware of. In order to get the most out of… Read More »
Top Signs That It’s Time to Disinherit Your Family Member in North Palm Beach
Disowning or disinheriting your family member in North Palm Beach is one of the most difficult decisions you’ll need to make. When is this drastic step truly necessary? What kind of signs might indicate that your family member should not benefit from your estate in any way after you’re gone? These are questions you… Read More »
How to Add Palm Beach County Real Estate to a Canadian Will
Many Canadian “snowbirds” own property in Palm Beach County. In fact, Canadians own more Florida real estate than any other foreign nationality. Although a Florida vacation home can offer a welcome respite from the cold Canadian winters, your US real estate may also make your estate planning process more complex. How do you add… Read More »
Palm Beach Seniors Targeted With New Scams
Over the past month or so, seniors in Palm Beach County have faced threats from many new scams. Whether you’re trying to enjoy your retirement or you’re concerned about the well-being of your senior loved one, it makes sense to keep a close eye on these new scams. Families might also want to consider… Read More »
How Quickly Can Dementia Take Away Your Legal Ability to Make Decisions?
The threat of dementia is concerning for various reasons. For many people, the most daunting aspect of this medical issue is the inability to make legal decisions. At a certain point, people with dementia become legally “incapacitated,” which means that they can no longer make decisions about their own finances or health care. How… Read More »