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May 4, 2014
South Florida researchers research ways to prevent Alzheimer's disease
Must read for anyone worried about the impact of Alzheimer's: http://touch.sun-sentinel.com/#section/1099/article/p2p-80087975/ South...
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Apr 26, 2014
BEFORE BEING ADMITTED TO ASSISTED LIVING FACILITIES
Recently, I visited a local assisted living facility that handles 35 patients in each location, with locations throughout the country. I...
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Feb 5, 2014
PAM POLANI'S ESTATE PLANNING POEM
PAM POLANI'S ESTATE PLANNING POEM: I am willing to travel to meet my clients anywhere Because estate planning is my passion that I truly...
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Dec 24, 2013
A bit of Estate Planning Humor
ESTATE PLANNING HUMOR Mark was a single guy living at home with his father and working in the family business. Well, he found out he was...
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Sep 22, 2013
WHAT EVERY 18 YEAR OLD SHOULD KNOW
Most people think that the only reason to see an estate planner is to determine who receives what property upon their death. In...
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Jul 19, 2013
4 THINGS YOU SHOULD KNOW ABOUT GUN TRUSTS
1. WHAT are Gun Trusts? A Gun Trust is more formally known as an NFA Multi-Generational Trust. The National Firearms Act (NFA) is an Act...
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Jul 8, 2013
JAMES GANDOLFINI CAUSED HIS HEIRS TO PAY FOR HIS OWN MISTAKES
Whoopie Goldberg discussed on "The View" this week how James Gandolfini died with 80 percent of his estate unprotected against estate...
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Jun 2, 2013
5 WAYS TO PROTECT YOUR DIGITAL ASSETS
When you visit or call our office, we want you to feel comfortable discussing important issues concerning both you and your family. We...
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Jun 2, 2013
Protecting Your Digital Assets
Today, you can read an article by Johnny Diaz, discussing a topic that is important to everyone in the Digital Age. I was excited to be...
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May 28, 2013
ONE GREAT WAY TO AVOID PROBATE
Virtually all of my clients want to know how to pass their assets to their children without the expense (legal fees) or delays that they...
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Apr 8, 2013
WHY YOU MUST CONTRIBUTE TO AN IRA TODAY!!
The government recognizes that retirement costs are increasing and Social Security and Medicaid are not addressing individual needs...
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Feb 20, 2013
AMERICAN TAXPAYER RELIEF ACT
Recently, the “American Taxpayer Relief Act,” was enacted, which has permanently enlarged the estate tax exemption to $5,250,000 per...
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Jan 10, 2013
REDUCE TAXES WITH GIFT TO CHARITY
Did you know that individuals who are 70½ or older are able to make special gifts to charity without taxes on their distibution from...
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Jul 11, 2012
THE 5 W'S OF ESTATE PLANNING (and a little bit more)
1. Why do I need an estate plan? Most of us spend a considerable amount of time and energy in our lives accumulating wealth. With this,...