Estate planning – the term itself can conjure up images of dusty wills hidden in attics and complex legal jargon. It’s a topic often shrouded in secrecy and discomfort, leading to a reluctance to initiate conversations within families. However, this very secrecy can have unintended consequences, creating confusion, conflict, and unnecessary stress during a time …
Common Estate Planning Mistakes (And How to Avoid Them)
Estate planning is a crucial step in securing your family’s future and ensuring your wishes are carried out after you’re gone. However, navigating the process can be confusing, and even well-intentioned individuals can make mistakes that can have unintended consequences. This article explores some of the most common estate planning pitfalls and provides valuable tips …
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Demystifying the Estate Plan: It’s Simpler Than You Think!
Estate Planning Estate planning. Just the term itself can conjure up images of stuffy lawyers, complex legal jargon, and hefty fees. It might seem like a daunting task reserved for the wealthy, however, here’s the good news: estate planning is essential for everyone, regardless of how much money you have. And more good news. With …
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Estate Planning Isn’t Just for the Wealthy: Protecting Your Legacy, No Matter Your Net Worth
Have you ever heard the term “estate planning” and immediately pictured sprawling mansions and overflowing bank accounts? You’re not alone. However, here’s the truth: estate planning is essential for everyone, regardless of how much money you have. It’s not about the size of your financial portfolio; it’s about safeguarding the well-being of your loved ones …
Don’t Leave Your Legacy to Chance: The Importance of Estate Planning
Losing a loved one is incredibly difficult, and the pain can be magnified by the absence of an estate plan. Estate planning might seem unimportant now, but it’s vital for everyone, regardless of wealth or age. This article will explore the consequences of neglecting estate planning and how it can impact your loved ones. When …
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Understanding Florida Probate: Why You Might Want to Avoid It
Florida probate is a legal process that oversees the administration of a deceased person’s estate. This means the court supervises tasks like identifying assets, paying debts, and distributing remaining property to beneficiaries. While probate ensures a lawful distribution, it can be time-consuming, costly, and even public. What Happens in Florida Probate? Attorney Marlyn Wiener can …
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Changes to Broker Commissions
The National Association of Realtors (NAR) recently settled an antitrust lawsuit with the Department of Justice regarding broker commissions. The settlement includes changes to the rules and practices surrounding commissions paid to brokers, and this may have implications for the real estate industry. One potential change is increased transparency in the real estate market. The …
Don’t Miss the Homestead Exemption Deadline!
It is the time of year that I get many questions from clients regarding homestead exemption. Are they eligible? How and where do they file? How much money will they save? When is the deadline for filing? The Florida homestead exemption is a fantastic property tax break for eligible homeowners. It can reduce the taxable …
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Silver Lining – Great Time to Refinance
As we all navigate the unchartered waters of the COVID-19 crisis – there is a bright spot. Mortgage rates are extremely attractive and it is a great time to refinance your existing mortgage loan. I helped several clients close refinance loans this week; all with rates less than 4%; one even at 3.25%. I am …
Coronavirus – Operating Remotely and Serving our Clients – We are here for you!
We are handling all legal matters remotely; using all the necessary electronic and digital tools and programs. I am available to my clients by email, phone, text and fax. I am still conducting essential document signings – where documents need to be witnessed and notarized for a closing or other transaction – using safe, social …
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