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Category: Estate Planning

Beneficiary Designation Checklist

Beneficiary Designation Checklist

With a beneficiary designation on the account, there is no long wait and those funds become accessible to the person you list. This can alleviate a great deal of frustration in the period after your death, especially when all of your money is otherwise frozen. Our 4 point beneficiary designation checklist can help you ensure your assets are distributed according to your wishes after your death.

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Mental Decline and Estate Planning

Mental Decline and Estate Planning

The Importance of Early Planning For Mental Decline: The question many people have is, How? What do you need to do to put such a plan in place? Working with a South Florida Estate Planning Attorney gives you access to numerous such tools; here are some key steps to secure your future against mental decline.

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National Healthcare Decisions Day April 16, 2024

National Healthcare Decisions Day April 16, 2024

Who do you want to authorize to make important healthcare decisions if you are unable to talk to your doctors? You have a voice, an opinion and a right to make decisions about you and the care you receive, whether you can openly communicate them or not. National Healthcare Decisions Day (NHDD) is April 16th and the ideal time to educate yourself about the importance of and steps you can take to create your Advance Health Care Directive.

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Spring Clean Your Estate Plan

Spring Clean Your Estate Plan

Spring cleaning and decluttering your assets now can provide you with some clarity. In addition to meeting with your Estate Planning team, you also want to declutter and organize your assets so that you are creating a better, more organized structure going forward. Here are some tips for doing just that.

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Florida's Changing Trust Laws

Florida’s Changing Trust Laws

With the latest updates to the state’s Trust laws, families hoping to protect their legacy for future generations for years to come will find new opportunities to do just that.
Senate Bill 1368, pushed through the state Legislature in 2023 and signed into law by Gov. Ron DeSantis in May, presents numerous changes to existing laws, creating new opportunities for conserving and building wealth.

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Beach Wedding: Second Marriages and Blended Families Navigating Estate Planning Complexities

Second Marriages and Blended Families: Navigating Estate Planning Complexities

Blended families face many challenges. There are former spouses, stepchildren, multiple households, new children and much more. Blended families want to protect their relationships and financial outlooks. When so many people enter a new relationship, families wonder how things will be distributed. While children might not be thinking about this, parents should be thinking about Estate Planning.

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Medicaid Planning Attorney | Boca Raton, FL | Call 561-955-8515

Now is the time.

Protect yourself and those you love.

At the Siegel Law Group, we help South Florida families, seniors, and their loved ones prepare for the future.

Whether you need to create or update your estate plan, are preparing for long-term care, have a loved one entering or in a nursing home, or need to develop a strategy for your business, we are here to assist you.

Take your first step by contacting us for a complimentary consultation today.

Estate Planning Checklist | Boca Raton, FL | Call 561-955-8515

Before you go…

7 Steps to Make Sure Your Estate Plan is in Order

Make smart choices to protect your loved ones. Download our FREE guide.
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