Category Archives: Orlando Estate Planning Lawyer

Estate Planning Pro Tip: Don’t Be Insurance Poor
With the exception of the occasional sprightly gecko, it is very difficult to come up with a gimmick that will make people want to buy insurance; it simply isn’t glamorous or cool. Young people tend to think of insurance as something that old people buy, so perhaps the matinee idols of the Baby Boomer… Read More »

Make Sure That Your Will Does Not Conflict With Your Prenuptial Agreement
Young people are always saying things to which you cannot relate, further reminding you that you are old. “7:30 in the morning is too early to get up.” “What’s a modem?” “Prenuptial agreements kill the romance.” Of course, older people are wiser. Once you get to a certain age, the age when you feel… Read More »

The Courts Will Not Rule On Religious Questions, So Be Clear About Your Wishes In Your Estate Plan
Perhaps a relative of yours was buried in his military uniform, or at another relative’s funeral, everyone sang the decedent’s favorite hymn. It is possible that the surviving family members just knew what the decedent would have wanted at their funeral, but more likely, they let their relatives know, either verbally or in writing. … Read More »

Can Mobile Apps And The Employee Benefits Office Help With Your Estate Plan?
Most people procrastinate getting started on estate planning because they equate making an estate plan with thinking about their mortality, which is very scary, especially for young people. Estate planning lawyers always say that estate planning is about planning to live a long life, but you don’t find that out until you meet with… Read More »

The Geriatric Millennial Pessoptimist’s Guide To Writing A Will
You don’t have to be old or rich to write a will. If you are old enough to have children, you are old enough to know that the world is a terrible place and to feel powerless to make it better. If you need motivation to write a will, think about all the ways… Read More »

How Much Do Your Retirement Plans Resemble Everyone Else’s?
If you are a Baby Boomer or a member of any of the generations that succeeded the Baby Boomers, you probably like to think of yourself as a maverick, a true original. You might have your future all planned out to the last detail, and they are probably details that you think no one… Read More »

Can You Stop Your Spouse From Claiming An Elective Share Of Your Estate?
When you write a will, you are the boss. You can leave as much or as little property to anyone you choose, regardless of their relationship to you. If you decide to disinherit your entire family and your entire estate to your pet corgi and appoint your friend Cathy as the corgi’s guardian, this… Read More »

Does Your Vision Of Happiness Include A Luxurious Assisted-Living Facility?
Aging happens to everyone, no matter how much or how little money they have. Forming an estate plan and a plan for living out your retirement years should begin with a realistic look at your financial resources. If you live beyond your means when you are young, there is still time to rein in… Read More »

Single Ladies, Build An Estate Plan In 2022, If You Don’t Already Have One
Kudos to you if you are a woman who thinks that life gets better as you get older; you will save bundles of money and untold amounts of stress by not chasing futile efforts to stay young. If you are happily married, then you and your husband should work on your estate plan together. … Read More »

New Year’s Resolution: Make A Budget To Remodel Your House For Aging In Place
Being content with the things you have is a sign of wisdom. If you are in your 60s and the house you bought when you were in your 30s still feels like a forever home to you, this means that you made the right decision all those years ago. Deciding on accommodations in which… Read More »