Upcoming Presentations at City Island Library

Fri, Aug 23, 2024

I am scheduled to make presentations at the Volusia County Public Library at City Island to educate the public about important legal issues and other interesting matters. The public is invited to attend. Wednesday, March 30th – 10 A.M. – Financial Planning for Long-Term Care In the long-term care presentation, we discuss how to pay […]

Lessons to Learn From Prince’s Lack of Estate Planning

Fri, Aug 23, 2024

As most know by now, Prince died on April 21, 2016. According to news reports, Prince did not leave a will or trust. Therefore, the law of the state where he died will determine who receives his assets. According to Forbes.com, “Under Minnesota law, when someone dies without a will, and with no spouse, children […]

What Assets Are Subject to Probate?

Fri, Aug 23, 2024

When one dies their Last Will and Testament is presented to the Court and the appointed personal representative must obtain Court authorization to distribute those assets held in one’s name alone, that do not have designated beneficiaries, in accordance therewith. The procedure is referred to as “Probate.” One’s Last Will and Testament does not control […]

How to Provide For Your Pets After You Die

Fri, Aug 23, 2024

Many people worry about what will happen to their pets after they die. You cannot leave money directly to your pet as a beneficiary. You can leave money outright to a person for the benefit of the pet, but there is another solution. You can create a trust to provide funding for pets’ maintenance and […]

Nothing Is Really Free

Fri, Aug 23, 2024

We all love free offers. But we always have to remember two popular adages

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