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Asset Management: Avoid Adding People Onto Your Accounts As A Joint Account Holder

How To Title Your Assets So They Are Distributed The Way You Intend   Unfortunately this happens on a regular basis. And it may cause some unexpected problems with maintaining control of your assets. Here is a scenario: You are having health care issues or lost a spouse and need some help. Your banker, trying to be helpful, suggests adding your daughter to your accounts. These accounts may hold the majority of your assets. You may not realize making her a joint account holder gives her unlimited access to...

Posted by on Sep 28, 2020

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Estate Planning, Uncategorized

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Use An Enhanced Life Estate Deed To Avoid Probate

  Why You Want To Avoid Probate Almost all of our clients at The Miller Elder Law Firm want to know how to pass assets, including property, to their children (or other beneficiaries) without the expense or delay of a formal probate process in Court. The goal is to avoid probate. We often recommend the use of an enhanced life estate deed, which is unique to Florida. A Florida Enhanced Life Estate Deed can avoid probate for your real property, speed up the transfer of a property to loved ones upon your death, maintain your...

Posted by on Sep 18, 2020

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Probate FAQ, Uncategorized

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Wills Or Trusts: Which Is The Right Fit For You?

Questions To Answer “Wills Or Trusts?” To make the right choice, there are some very important questions and discussions that need to happen to make the right decision. Questions We Ask To Determine If You Should Do A Will Or Trust: Is this a second marriage? Do you have kids by a first marriage Do you have property in another state? Do you assets exceed 3.5 million? Do you have a special needs child? Do you have a child in financial difficulty or a shaky marriage? These answers will help us determine if a trust...

Posted by on Aug 24, 2020

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Uncategorized

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The Aging Brain: The Reason Seniors Are Most Vulnerable To Scams

by Shannon Miller, ESQ. The Snake Oil Salesman has existed in society from the beginning preying on those who were old, weak, or compromised in some way. Unfortunately, the increased demand for Alexa, Zoom and social media as delivery methods for the snake oil sales pitch coupled with a thinning of the cortical insula in the brain as we age has created the Perfect Storm for exploitation of our most vulnerable citizens. And these attacks can be devastating– 80% of our nation’s wealth is held by those over the age of...

Posted by on Aug 5, 2020

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Exploitation, Shannon Miller, Uncategorized

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What To Do And Not To Do With Your Estate Planning Documents

Shannon Miller, founder of The Miller Elder Law Firm, is a Florida Bar Board Certified Elder Law Attorney talks about what to do with your estate planning documents. A common question I get in my practice is “I have an estate plan in place, my affairs are in order, now what do I do with it?” First of all, congratulations! 50% of Americans do not have an estate plan. You are on the right track for planning many events you will experience as an older adult. The better the planning, the easier the decision...

Posted by on Jul 29, 2020

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Elder Law, Estate Planning, Shannon Miller

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