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The world of estate planning is not the same in 2021 as it was in 1921, or even 1990 for that matter. Federal and state laws have changed, financial institutions have changed, the complexity of documents and instruments has changed, technology has changed. And yet,...
Incorporating trusts into a comprehensive estate plan greatly expands a family’s or individual’s options regarding tax mitigation, asset protection, and wealth transfer. However, knowing what type of trusts to choose isn’t always easy. The number and types of trusts...
Very few people give the attention to asset titling that it deserves. And yet, how your assets are titled has huge implications on the transfer of assets to your beneficiaries, the imposition of taxes, and the overall cohesion of your estate plan. To take just one...
Recently, my son, Brandon Labiner, who works as Of Counsel at my law firm, became certified as an elder mediator. Of this, I am very proud. Because elder mediation is a relatively new (but growing) area, I asked him to explain a little about what elder mediation is,...
We all love our furry little friends. Pets provide companionship, love, assistance, and joy. In fact, personally, we treat our two dogs just like family. And yet, too few of us take the necessary steps to make sure that our pets will be cared for after our passing. In...
If this is your first foray into the estate planning world, it can be difficult to know where to start and what documents are essential to crafting a comprehensive and effective estate plan. While there are certainly a variety of planning options available to suit...
This month on "Ask the Experts," I dove into the current and potential future landscape of estate planning as we approach the November presidential election. Most importantly, I highlighted some of the proposed changes to the estate planning and tax laws that we could...
This week on "Ask the Experts" I talk about a number of estate planning law topics that have been on my mind during the coronavirus pandemic. Above all, it's critical that you see to your end of life planning early, before you are forced to do it. Other topics of...
As the COVID-19 pandemic continues to run rampant through Florida, there's never been a more pressing time to think seriously about your estate planning options. You have the right to say how you want your estate to be managed and dispersed, but you have to plan ahead...