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The Siegel Law Group Tag

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

Author Siegel Law Group
in Estate Planning
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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18 December
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Should You Consider A Special Needs Trust?

Author Siegel Law Group
in Trusts
Image of a family smiling because they have established a Special Needs Trust with Siegel Law Group

Do you have a close family member with special needs who requires care and assistance? If so, you may be interested in creating a “Special Needs Trust.” This legal tool can help you provide for your family members with special needs while allowing them to remain eligible for their benefits. How Does a Special Needs Trust Work? In order for someone to qualify for SSI or Medicare, there is a limit to how much they can have in the bank. An inheritance, or large sum payment, can disrupt this balance and jeopardize their benefits. A Special Needs Trust ensures this does not...

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

Author Siegel Law Group
in Estate Planning
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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11 April
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Guaranteed Universal Life Insurance and Estate Planning

Author Barry Siegel
in 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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14 March
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Estate Planning for Persons with Special Needs

Author Barry Siegel
in Estate Planning
holding hands

Certain situations require specific plans. A great planning tool that can be used for individuals, families and loved ones with a disability is a Special Needs Trust (SNT). Which, according to the Social Security Administration, disability is defined as “the inability to engage in any substantial gainful activity (SGA) by reason of any medically determinable physical or mental impairment(s) which can be expected to result in death or which has lasted or can be expected to last for a continuous period of not less than 12 months.” The Special Needs Trust is arranged so the individual with the disability is...

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