How to Open a Safe Deposit Box After Someone Dies
If your loved one passed away, you may need to access their safe deposit box to retrieve important documents or assets. However, opening a safe deposit box after the owner dies is not as simple as showing up at the bank with the deceased person’s key. You will need to follow certain legal procedures and Read More
Why Parents Should Get a Power of Attorney and Other Advance Directives for Their Young-Adult Children
As parents, we always want to ensure the well-being and protection of our children, even as they transition into young adulthood. While estate planning may not be the first thing on your mind when it comes to your young-adult children, it is an essential aspect of their future security. In this blog post, we’ll discuss Read More
Drafting a Valid Will and Power of Attorney in Florida: Understanding the Legal Requirements
When it comes to estate planning, it’s important to understand the execution formalities for a valid will and power of attorney in Florida. In this blog post, we will outline the steps you need to follow to ensure that your will and power of attorney are legally binding and enforceable. A valid will in Florida Read More
Do You Know Where Your Assets Are Going? by Lesly Longa Vaillancourt
My job as an estate planning attorney is to find the simplest way to transfer a client’s’ assets at death. Many times, that depends on the nature of the asset and the circumstances of the particular client and beneficiaries. As part of the estate planning process with Longa Law, I will discuss with you who or Read More
ESTATE PLANS INVOLVING EQUAL BUT NOT EQUITABLE ASSETS
By Cason Parker, CFP® Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 Here is an excellent article reprinted with permission of author Cason Parker, Certified Financial Planner, considering equality for heirs in estate planning. This is especially important for business owners. Please contact us with questions or for assistance with business succession Read More
Welcome to Your Digital Afterlife: Estate and Tax Planning for Digital Assets, Cryptocurrency, and NFTs
Original Article Published in GPSOLO, Volume 39, Number 6, NOV/DEC 2022 © 2022 by the American Bar Association Click HERE for Mobile Version
Your Spring Cleaning Estate Planning Checklist
Spring is a great time for a fresh start, so as we begin the second quarter of 2021, let’s take the time to throw away unnecessary paper and clutter. Here’s some guidance on what to keep and what to throw away from an estate planning perspective. Contact us today to update your important documents. Estate Read More
How to Be a Mom and a Lawyer During the Pandemic
Original Article Published in GPSOLO, Volume 38, Number 2, March/April 2021 © 2021 by the American Bar Association Click HERE for Mobile Version
Four Reasons Your Will May Be Contested in Court
Having an updated last will and testament is more important than ever, especially now. A poorly drafted will or one that has not been updated frequently can be vulnerable to a will contest. What Is a Will Contest? A will contest is a form of estate litigation where the validity of the will is challenged. Read More
Don’t Risk it: Protect Your Finances From Coronavirus Complications
Many Americans spend a lot of time and effort in managing their finances. While most are worried about how the coronavirus (COVID-19) will impact their income—whether that’s because they are temporarily furloughed, find themselves suddenly without a job, or watching their investment and retirement accounts dwindle—there is another way COVID-19 can wreak havoc on American’s Read More