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Category: Newsletters and Articles

What is a Lady Bird Deed?

 How did Lady Bird Deed get its name? The Lady Bird Deed is a very hot topic in Florida (no pun intended). Few know, however, what exactly a “Lady Bird Deed” is and where did that odd name come from? If you can recall your history lessons, you might remember […]

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Estate Planning: Retiring on a Smaller Budget

If unforeseen circumstances and events have caused you to retire earlier than expected or have negatively impacted your retirement savings, below are a few suggestions to help retire on a smaller budget: Downsize. A smaller home or condo is easier and less expensive to maintain and will provide savings in […]

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Co-Parenting Recommendations During COVID-19

By: Christina O’Brien, Esq. During this stressful and unprecedented time of COVID-19, many parents have questions about how to address their timesharing. At the time of this writing, there has been a “Safe At Home” Order issued, but there has not been a “Shelter In Place” Order issued. Thus, it […]

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Clear Direction – It’s Time for that Uncomfortable Conversation

By: Eric Gurgold, Esq. Almost all estate planning clients have executed health care documents stating who should make health care decisions for them and their instructions on the use of life-sustaining measures. The documents naming an agent to make health care decisions have different names such as: health care proxy, […]

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