do i need a trust lifeplanlaw
People often ask, “do I need a trust”?  The simple answer is “no.”  You don’t need a trust any more than you need a bank account, or a car, or a will for that matter.  I bet that answer does not help you choose to have a trust or not.  Let me explain. Do you...
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do i need a living will covid 19
Clients have been asking if they need to change their Living Will in the new age of Covid-19. There is a simple answer and more nuanced answer to this question, and it raises some very important issues. The simple answer: You do not need to make changes to your advanced directive for coronavirus. A living...
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can i sign my documents online lifeplanlaw
The easy answer is, not until July 2020. The ability to execute an electronic will takes effect on July 1, 2020. To confuse the issue however, online notarization of documents other than a will became effective on January 1, 2020. The process is very new, expensive, difficult, and, for life plan documents, limited. Choosing to...
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happy new years tax code changes lifeplanlaw
I hope the transition to the year 2020 brought joy and a fresh outlook.  If you follow the news, you also know that it brought changes to the tax laws that may impact your life and estate planning. As part of budget legislation, the U.S. House and Senate passed the Setting Every Community Up for...
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businesses cant user pictrues from your phone lifeplanlaw
Businesses use pdf documents, not pictures.  When a business – perhaps your lawyer, accountant, title company, etc. – asks for a scanned copy of a document, they need it in a specific format called “pdf.”  This is an Adobe Acrobat type of format and can be viewed or printed using any version of Acrobat.  Acrobat...
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what not to do lifeplanlaw
Do not assume that your old power of attorney will be effective. The Florida power of attorney statute changed dramatically in 2011.  Effective on October 1, 2011, the Legislature amended Chapter 709 of the Florida Statutes and completely rewrote the laws regarding powers of attorney.  Among other things, the 2011 statute did away with “springing”...
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life plan documents everyone should have lifeplanlaw
Life planning is the thoughtful arrangement of assets and preparation of legal documents to organize your life and direct your affairs according to your values and choices. It allows you and your loved ones to navigate through emergencies and predictable life changes with the least stress, expense, and difficulty possible. The first step in life...
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protect your phone data now lifeplanlaw
Many times a month I hear stories about people losing all or most of there data due to damaged, lost, or a stolen phone’s.  It seems the most important data we carry with us. With the holidays coming up,  let’s make sure we don’t lose those precious memories along with other data. Lets backup today!...
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Seems like everyone is moving to subscription models charging you monthly, quarterly, or annually. Some service’s even offer discounts based on the payment terms. Even if you just want to cancel here’s an easy way to review your mobile subscriptions. Apple (iPhone, iPad, and Mac) This method will show all subscriptions made through the iTunes...
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During this 2019 Medicare open enrollment period, let me share some of my observations, and even some personal opinions.
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