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Estate Planning

The What, Who, and How of Undue Influence (And How To Protect Yourself)

Image of a senior person's hands symbolizing vulnerability to undue influence

Most will be familiar with the names of at least one of these famous people: Groucho Marx, (movie actor, comedian) Pauly Shore (movie actor, comedian) and Stan Lee (founder of Marvel Comics and creator of Spider-Man).  Why do I mention them and what do they have in common?  They’ve all been involved in legal proceedings involving a claim of undue influence. So what is undue influence and how can it impact us and our loved ones? Let’s have a look.  What Does Undue Influence Look Like? When it comes to our personal estates, we plan carefully to ensure our families are provided for after we’re...

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Are Celebrities Really Different When It Comes To Families Fighting Over Estates?

digital assets

Famous icon, Aretha Franklin, recently passed away, and now her sons are fighting over control of her estate. Their family tensions are spilling over into the news. Her sons are contesting the validity of her will. One son argues that an old will is valid;and another son says that there is a 2014 handwritten will that was found under cushions in Aretha’s Detroit home. This is likely the last thing that Aretha wanted to happen to her family. Estate planning isn’t different just because someone is a wealthy celebrity. The amount of wealth may be different; but the problems of children,...

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Can You Imagine Challenging Your Parent’s Will?

It's more common than you think.  Imagine that you are expecting to inherit a significant portion of your parent's estate, only to discover that he or she left a large amount to someone that you never expected. This type of shock can change a child's life, and leave them feeling confused, angry and wondering if they have any options. Fortunately, there are ways to challenge a will when the circumstances don't add up. A will is a document that specifies a person's final wishes for distribution of their estate, and care of minor children. In some situations, people with an interest in...

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Planning For Your Incapacity

Seeking estate planning in case of incapacity? The Siegel Law Group can assist your family. Get in touch today by calling (561) 955-8115 for a free consultation or browse our website for more information. Most people prepare wills and trusts to plan for their death. But what happens if you become seriously ill, or injured, but you don’t pass away? Who will take care of you and your affairs? How can you make sure that you have the help you need and can trust? It’s advisable to discuss planning for incapacity with an experienced estate planning...

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Six Components of a Comprehensive Estate Plan

Estate planning guide

Ready to begin estate planning? Get in touch with Siegal Law Group today, and we'll help you put together a plan that works for you and your family. You just got married or had a child and decide it’s time to make an estate plan. Where do you start? What do you need? Should you just draft a will and be finished? Wills are important, but there is much more to an estate plan. Read on to learn about six important components you should consider for your comprehensive estate plan. When...

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Pet Estate Planning – What if something happens to you?

Pet Estate Planning with Siegel Law Group

Ready to begin pet estate planning? The Siegel Law Group is prepared to assist your family. Get in touch, and we'll handle the process for you. Maybe not the first thing people think about when they think about estate planning. But for many clients, their pets are a key part of their life and they want to make sure that if something happens, their pets will be properly cared for in the short and longer term. Some of us may remember the Leona Helmsley case from the 1980’s where Ms. Helmsley left...

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Guaranteed Universal Life Insurance and Estate Planning

Estate planning

Not sure if guaranteed universal life insurance fits for you? Contact Siegel Law Group today, and we will answer all of your questions about estate planning. In recent decades, guaranteed universal life insurance has become an integral part of estate planning. The guaranteed payout, length, and price has made it a more attractive option than other types of life insurance. Using years of experience serving Boca Raton and South Florida, Siegel Law Group has put together this guide of what you need to know about guaranteed universal life insurance. What Is Guaranteed Universal Life...

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Protect Your Digital Legacy

Digital legacy planning with Siegel Law Group.

Are you worried about your digital legacy? Don't leave things to chance, let's work together and start planning now. Proper estate planning is important to ensure that last wishes, assets, and accounts are handled properly when you or a loved one passes on. The rise of the internet and social media in the last twenty years has created a new exigence for wills and trusts - handling the digital legacy of the deceased. Without usernames and passwords, it may not be possible to recover some digital assets or access online accounts. A recent, tragic...

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Wills and Trusts: Know the Difference

Wills and trusts in Boca Raton Florida.

The first step to deciding what will happen with your assets at the end of your life is figuring out whether you need a trust or a will. Both trusts and wills are legal documents that name a beneficiary for your property. While they seem to function similarly, each has its own advantages and disadvantages. Therefore, it is important to know the difference, so you can decide which is right for you. Without either of these documents, your assets will be considered intestate, and the courts will decide who should inherit your property. How Does a Will Function? A will, also known...

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What to Know About Leaving an Inheritance

Leaving an inheritance in Palm Beach County.

Why Should I Leave an Inheritance? Leaving an inheritance can be a selfless, sure-fire way to know that your loved ones are taken care of after you pass. We know that it’s not the most pleasing topic to have on your mind, but it’s important to be prepared and to know that you’re not leaving a single stone unturned. Planning out your inheritance can save your family an immense amount of trouble and stress if, and when, that time does come in your lives. Did you know that, statistically, inheritances left for beneficiaries are often completely run through within about 2 years...

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