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Warning Signs Your Agent Is Abusing Durable Power of Attorney
Red Flags and Protective Measures for Principals A Durable Power of Attorney (DPOA) gives someone — your “agent” — immense control over your finances and
Durable Power of Attorney for Financial Institutions: Getting Banks to Accept Your Document
Overcoming Common Resistance and Documentation Hurdles You’ve done the responsible thing — you created a Durable Power of Attorney (DPOA) to make sure someone can
Can Multiple Agents Share Durable Power of Attorney? Joint vs. Successive Agents
When you create a Durable Power of Attorney (DPOA), you’re giving someone legal authority to act on your behalf — often for financial or legal
When Does a Durable Power of Attorney Become Effective in Florida?
If you’re in Florida and thinking about a durable power of attorney (DPOA), the big question is often when it actually starts working. This document
Revocable Living Trusts vs. Wills: Choosing the Right Tool for Florida Estates in 2025
For Miami residents in Coral Gables, Brickell, or Key Biscayne, deciding between a revocable living trust and a will is a cornerstone of estate planning.
Purpose Trusts: Lessons from Patagonia for Miami Entrepreneurs
Miami’s entrepreneurial spirit, from tech startups in Brickell to family businesses in Doral, drives a growing interest in legacy planning that aligns with personal values.
Conservation Easements: Tax Benefits for Florida Landowners in 2025
For Florida landowners in Miami, Coral Gables, or the Everglades-adjacent areas, conservation easements offer a unique estate planning tool to protect environmentally significant land while
Updating Your Miami Estate Plan: When and Why It Matters
Many Miami residents complete their estate plans once and never look at them again. But as life evolves, so should your estate plan. Florida’s laws,
Estate Planning in Miami: Protecting Your Legacy in a Growing City
Miami’s explosive growth and rising property values have made estate planning a crucial step for residents and investors alike. As families build wealth through real
Blended Family Estate Planning: Avoiding Disputes in Florida for 2025
Blended families—those with stepchildren, stepparents, or second spouses—are increasingly common in Miami’s diverse communities like Coral Gables, Brickell, and Coconut Grove. These complex family structures
Trusts and Asset Protection for Miami Real Estate Owners
Owning property in Miami can be both rewarding and risky. While real estate values continue to climb, so do lawsuits, creditor claims, and tax complexities.
Medicaid Planning for Florida Retirees: Protecting Assets in 2025
For retirees in Miami, Coral Gables, or Key Biscayne, the rising cost of long-term care—averaging $100,000 annually for nursing homes in Florida—poses a significant threat
