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Estate Planning Tag

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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How Often Should You Review Your Estate Plan?

living trusts and estate planning

Ready to review your estate plan and plan for the future? Get in touch with the Siegel Law Group to get started today! You drafted a will with your attorney, and then you filed it away and promptly forgot about it. In fact, maybe you forgot about it for decades! Many people assume that drafting a will is a one-time event; but it really is only the first step in the process. The truth is that you should review your estate plan for necessary changes on a regular basis, and when major...

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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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What Can an Elder Law Attorney Do For You?

What elder law attorneys can do for you by The Siegel Law Group

Whether you’re 9 years old or 90 years old, you’re going to need experienced legal advice at some point in your life. While younger people may need an attorney for a variety of reasons, elder adults tend to need legal advice in regards to estate planning, health care considerations, and issues affecting Social Security and Medicaid, to name a few. Elder adults often need legal counsel for a variety of issues relating to their stage in life. That’s where an elder law attorney comes in! Elder law attorneys are equipped with experience in a multitude of legal practices, however, not all...

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Will Your Estate Plan Work The Way It Should?

Will Your Estate Plan Work The Way It Should? From the Siegel Law Group in Boca Raton

At Siegel Law Group, we understand that estate planning is a process that takes careful thought and consideration. Our team of experts can help ensure that your estate plan works the way it should. Using strategic long-term thinking, the estate planning process can be taken care of seamlessly. Put your trust in the right legal hands. Funding Asset titles must be changed so that the signed estate planning documents can control them to complete the estate planning process. Retitling your assets is known as funding. Funding your trust involves changing the title to assets which may be owned individually, in joint tenancy,...

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Why Young Families Need To Have Estate Planning Documents

Young Families

Young couples have lots of “firsts” to look forward to: moving in together, buying a home, getting married, and having children. With all this excitement it is easy to forget the elephant in the room—having an estate plan in place. Young couples often feel invincible and do not want to have to think about all the “what-ifs” of becoming injured or passing away, leaving their children to grow up without them. But that is what estate planning lawyers are for…to protect you from all the “what-ifs” that life may bring. It is important for young couples to have estate planning documents...

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You Can Trust Your Children, Right?

elderly man and middle-aged man

Most often when parents become elderly, they turn to their adult children to handle their affairs. It is usually the most logical solution - who can you trust more than your own children? Unfortunately, there are certain cases where the logical choice ended up backfiring. Take the case of 87-year-old Ellen and her five children. Her oldest son, Bob, has been given power of attorney by Ellen, which gave him access to all of her accounts. As the saying goes, with great power comes great responsibility and Bob had failed that test when he started stealing most of his mother’s money,...

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