Recently, I have been talking a lot to my clients about whether it should be easy to declare someone incapacitated or hard. Where this comes into play is when you have a Revocable Trust and you are Trustee. If and when you become incapacitated...
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I once had a client come in and tell me that the Living Will that their mother had didn’t work because she “coded” in the hospital and they revived her in direct contradiction to the Living Will. I had to explain to them that a Living Will...
We are in the technological age. Many of us don’t ever think about keeping physical copies of documents that we have in electronic form. For example, do you have a physical photograph of last Christmas with the family? I know I don’t. I have a...
What is a Financial Wellness Program? According to Lee Eliav, digital marketing manager of HelloWallet, “Financial Wellness” may mean one thing to employees and another to their employers. Employers see financial wellness programs as practices...
“In This World, Nothing Can Be Said To Be Certain, Except Death and Taxes” – Ben Franklin But short term, we are much more likely to become incapacitated than to die. So what does it mean to be incapacitated? It means that we can not make our...
I often get asked, “Is my out-of-state Will good in Florida.” Sorry to be lawyer-like, but the answer is “It depends.” In Florida, a Will has to be (1) signed by the testator; (2) in the presence of two witnesses over the age of 18 who also...
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