3 Estate Plan Lists You Should Make Today
The great thing about lists, like your “Honey Do” or “To Do” list, is that they prioritize items and keep them top-of-mind. They also help keep you organized so you…
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How Long Do Estate Planning Documents Last?
When we think of estate planning, the first document that tends to come to mind is a Last Will and Testament (“Will”). But there are other estate planning documents that…
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Don’t Make These 3 Estate Planning Mistakes.
Estate planning tackles a number of complicated and difficult issues— it can encompass everything from asset protection to providing for those with special needs, to reducing estate taxes, to disinheriting…
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It All Goes to Betty…Or Bobby…Or Sally…Or…: Why Naming Alternates is Critical for Estate Planning.
A comprehensive estate plan requires careful consideration and planning as well as a thorough knowledge of the applicable state laws. An estate plan requires executing a number of legal documents.…
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About Bitcoin: Cryptocurrency and Your Estate Plan
Bitcoin raises some interesting issues in estate planning. With a market value of already more than $3 trillion dollars, cryptocurrencies are fast becoming a significant part of the estates of…
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Not Just a Rubber Stamp: The Importance of Notarizing a Will and Doing It Correctly.
So often we see Wills (“Last Will and Testament”) that have defective notary blocks. While there are several different types of defects, some of the more common include: Failing to…
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How Can Married Couples Protect their Assets from Creditors?
Protecting your assets from creditors and lawsuits should be part of your estate plan. There are a number of asset protection strategies that you can integrate into your estate plan.…
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4 Important Terms You Should Know When It Comes to Inheritance.
Testate, intestate, heirs, beneficiaries, probate…the terms used in estate planning can be complicated and confusing. Which is why it can be very helpful to have a basic understanding of some…
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When “X” Marks the Will: Is an “X” a Valid Signature for Your Will?
In Florida, for a Last Will and Testament (“Will”) to be valid, it must comply with certain legal formalities. The necessary legal formalities vary from state to state, but generally…
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What is an ILIT and Why Would You Want One?
Estate planning has certain wealth management aspects to it, including asset protection and wealth planning. In today’s post, we will discuss one estate planning tool that helps to ensure that…
Read MoreAbout The Firm
Since 2011, SJF Law Group has been helping clients protect their families with estate planning, probate & trust administration. We pride ourselves on combining the personalized service and attention of a boutique firm, with the talent and legal acumen of a large firm.
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