Legal Video Library

In this video, I share my professional and personal journey to explain how I decided to design and focus my current practice to best serve my clients.

Learn what a registered agent is and why you need one in this video.

Learn the differences regarding these tax classifications in this video.

Don’t miss the April 30th deadline each year or it will cost you!

Filing with the Florida Department of State to form your corporation or LLC is only the first step in ensuring you are protected from personal liability. Learn what else is required to avoid having your corporate veil pierced.

Too often I see a Last Will and Testament with handwritten changes made by the deceased. These can be very important changes but may not be enforceable. Learn why in this video.

While this is not a popular subject, if you have not talked about this with your spouse or kids, you are putting a tremendous burden on them when you pass. Learn how to have this important discussion in this video.

There is a misconception that if you give someone a Power of Attorney, they can access things like your bank accounts after you’re gone. Learn why a Power of Attorney alone is not a good estate planning strategy.

Many clients are worried about passing on debts to their heirs. In this video I explain what happens to things like credit card debt upon your passing.

In this video I explain how a Lady Bird Deed works in Florida.

Learn what a “Life Estate” deed is in this video and its pros and cons.

Our pets are more than just animals, they are members of our family. Have yo ever thought about what would happen to them if you were to suddenly pass away? The good news is with proper planning in your estate documents, your pets can be cared for if you take the right steps while you are alive. Learn more in this video.

Serving on a non-profit board is a serious responsibility and is not just something to put on your resume or website. A non-profit director owes a fiduciary duty to the organization and there is a possibility of incurring personal liability if you breach that duty. Learn more in this video.

In this video I explain what a non-profit corporation is versus a for-profit corporation.

Shareholders are generally protected from liability but there are exceptions. Learn what NOT to do to avoid exposing yourself to liability as a shareholder in this video.

In this video I explain the differences between a corporation and a limited liability company.

It’s imperative to protect your personal assets from potential business debts. Learn how to start that protection in this video.

Check out this video to learn how to transfer assets after your passing without a Will.

What happens when there are two original wills discovered and the conflict? Learn the answer in this video.

I often have clients confused about the difference between a POA and POD beneficiary designation on bank accounts. Learn the important distinction between the two especially when it comes to estate planning.

Learn the Florida Medicaid Income limit for 2023 to qualify for Medicaid benefits for nursing home financial assistance.

In this digital world we live in, paper copies of documents become more rare each day. However, originals are still required in some circumstances. learn when you need to use an original Power of Attorney in Florida.

Learn the reasons why you may need to have a Last Will and Testament, especially in second marriages and blended families.

There are creditors in bankruptcy and creditors in probate. Learn how a creditor is treated in probate.

Learn what Probate is and why you must go through it if you pass with or without a Last Will and Testament.

I often have clients confused about the difference between a Last Will & Testament and a Living Will. In this video I explain the differences and why you should have both in place.

Learn the important differences between a Revocable and Irrevocable Trust and the specific uses for each.

Learn what a “no contest” clause is and if it is enforceable in Florida.

Learn the importance of preserving your original estate planning documents.

The most commonly asked question when I present seminars is whether an out of state Will is enforceable in Florida? This video answers that question.

In this video I explain this commonly used term in Wills and Trusts.

In this video I explain how you can use a trust to control the best use of life insurance proceeds for your loved ones.

Caring for a disabled child when you are gone is a great burden for many parents. Learn how to provide for a special needs child while not disqualifying them from government benefits.

In this video I explain an additional benefit of the Florida Homestead exemption in addition of the tax savings that benefits you and your heirs.

In this video I explain why you can’t disinherit a spouse in Florida without their consent.

There are many “legalese” terms in estate planning. The term “per stirpes” commonly appears in wills and trusts. Learn what this Latin term means in this video.

Learn what a beneficiary is in a Last Will and Testament, life insurance policy and bank account.

In this video I explain the role the trustee plays in a probate avoidance trust.

What happens when Mom or Dad unexpectedly has to go to a nursing home? In this video I explain how we can get them qualified for Medicaid even in a crisis situation.

Learn why you need a Last Will and Testament.

In this video I explain the importance of having a FLorida compliant Power of attorney in place before it’s too late to create one.

Learn what a Health Care Surrogate is and its importance as part of your estate plan.

In this video I explain what a Living Will is and why you need to have one in place before it is too late.

What happens when there is no Last Will & Testament? In this video I explain how Florida’s intestacy law works.

Income is one of the tests to see if you qualify for Medicaid coverage for Nursing Home care. In this video I explain how a Qualified Income Trust can help you qualify if you are above the income threshold of $2,742. #medicaidplanning #estateplanningattorney

I’m often asked if an Estate in Florida is subject to estate taxes. In this video I address both Florida and Federal estate taxes.

I’m often asked what the difference is between a Living Will and a Last Will & Testament. I provide the answer in this video.

Knowing how the five year Medicaid five year look back period works is crucial for planning for retirement and future health care. In this video I explain how the rules work and how to preserve assets.

Medicaid allows a community spouse (non patient) to maintain certain assets when the other spouse is entering a nursing home. In this video I explain way the community spouse can keep.

What are the risks of not having a Last Will and Testament? In this video I explain three big risks of not having a document expressing your wishes

In this video I explain how Florida’s homestead protections apply after death

I am frequently asked how often a person should review their existing Estate Plan. In this video I explain when and why you plan should be reviewed.

Choosing a Personal Representative to carry out your wishes in your Last Will and Testament is an important decision. In this video I explain five considerations to help you make a good choice.

There is a cap on the amount of assets a patient can have and qualify for Medicaid coverage for nursing home care. In this video I explain what assets are protected as part of the Medicaid application process for individuals.

Learn about the income cap to have Medicaid pay for a nursing home and the legal loophole to qualify a loved one.

Probate is a long and expensive way to pass on your assets. Here are three easy tips to avoid probate.

The Probate process can be mysterious if you haven’t gone through it before. In this video I explain how the process works and the different types of probate.

I am often asked if an attorney is required to probate a Last Will and Testament. In this video I explain why the answer is “yes.”

I’m often asked by clients if their heirs will inherit their debts. In this video I explain how to avoid losing a portion of your estate to your debts

It’s important to plan for a disabled child after you are gone. In this video I explain a great tool to implement to assist your child.

We love our pets. In this video I share how we can continue to care for them even when we are gone.

Ever think about disinheriting a spouse? Here are some facts you need to know.

A Life Estate Deed and a Lady Bird Deed are two estate planning tools. Learn if either make sense for your plan.

If you want to make things easier for your heirs, one great tool is a Probate Avoidance Trust. In this video I explain the benefits to your beneficiaries in time and savings.

In this video I explain that it is a broad term that does not really provide consumers with clear direction.

In this video, I explain the reasons you need to have a Last Will & Testament in place before it’s too late.

Learn the benefits of implementing a probate avoidance trust as part of your overall estate plan.