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...
Read MoreLegal Documents You Need If You Get COVID-19
Elder Law Attorney Shannon Miller Walks You Through The Legal Documents You Need Shannon Miller, Florida Bar Board Certified Elder Law Attorney and founder of The Miller Elder Law Firm talks about steps to take during COVID-19 to get your legal documents in order. We have had many phone calls at our office asking “What do I do if I get the virus?” and I would like to address these issues head on to help you through the process. As we know, the older population is at higher risk to become sick which could...
Read MoreEstate Planning: A New Process During COVID-19
No Contact Options For Signing Estate Planning Documents COVID-19 is a very serious threat and we understand the need to protect our clients, who are often more vulnerable than others due to their age and pre-existing conditions. We are getting many inquiries about estate planning stimulated by the “what if” scenario. “What if I get sick, have to be on a ventilator for weeks at a time, or die–how will my family know how to handle my affairs?” We encourage everyone to use this time to work...
Read MoreYour Estate Plan For Minor Children: Why It’s A Necessity
By Shannon Miller Who will raise my children upon my death? Even though only half of Americans say they have a will, couples with minor children should have a will if they wish to name who should care for their children and manage the assets. If there has not been an estate plan, a guardianship established by the court will be required and the court will decide who will have custody of the children and how the assets will be managed including how the monies will be spent. In addition, the court must distribute all funds left in...
Read MoreEstate Planning: 5 Strategies To Start The Conversation With Our Aging Parents
By Shannon Miller, Esq. Estate planning and advance directives can be difficult topics for our aging parents. Eileen’s story will outline how to get the conversation started. Eileen contacted me to discuss concerns about her aging parent’s estate plan. She had no idea what her parent’s assets were, how the assets were titled, or if they even had an estate plan, power of attorney, or advance directives. She wasn’t sure if her parents had $100,000 or $10 million because they were very private about their...
Read MoreYour Estate Plan: 10 Reasons To Review
Your New Year’s Resolutions Should Include An Estate Plan Review Since tax codes, health, relationships, and assets can change, all affecting the integrity of your estate plan, you need to review it every five years. And, since January is often a time to review, reflect, and do, it’s the right time to re-assess your estate plan. to make sure it still meets your goals. Here are some reasons you may need to modify your estate plan: There has been a change in your marital status (many states have laws that revoke...
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