Estate Planning for World Travelers: Important Issues to Address Before You Leave on Vacation
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved ones. Do you have a foundational estate plan? Has it been reviewed?An estate plan is a set of instructions memorialized in legal documents that explains […]
#19 For Us!
Desplácese hacia abajo para leer esto en español. Celebrating 19 Happy Valentines Together This is Steve and I’s 19th Valentine’s Day together! And a lot has happened in those 19 years! We bought our first home, we had children, Steve made career moves until he landed a great job at Amazon, we survived my time in law school, and […]
Love Is In The Air: But Have You Properly Protected Those You Love?
Valentine’s Day is approaching, when many people express just how much their loved ones mean to them by giving gifts and cards. But this year, you could try something different to show your love: think about your estate plan and how you can protect and provide for your loved ones. Preparation can help guide your […]
Beyond the Basics: Three Often Neglected Advantages of Estate Planning
Estate planning is not just about preparing for the inevitable; it serves as a crucial tool for safeguarding your assets and ensuring your wishes are honored when you’re no longer able to advocate for yourself. As an estate planning attorney, I often witness the repercussions of inadequate planning, which can burden families with unnecessary complexities […]
Are You Prioritizing What Truly Matters?
Desplácese hacia abajo para leer esto en español. Prioritizing Wellness: A Lesson in Exercise and Estate Planning Admittedly, I often found myself making excuses not to prioritize exercise. Between managing my business, attending to my children, and the daily stresses of life, it seemed there was always something more pressing. However, over the past few […]
Play Ball!
Desplácese hacia abajo para leer esto en español. Swing for the Fences! As many clients and friends know, my family is Cuban. Cubans love baseball. My husband also played baseball growing up! Steve and I are so happy that our sons love the game! My middle son was just awarded camper of the week at a baseball camp […]
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you can be taken care of during times when you are unable to care for yourself, and (ii) your money and property are distributed to the individuals you have selected […]
Plan Today for Peace of Mind Tomorrow!
Desplácese hacia abajo para leer esto en español. Reminder: Join our Webinar! Don’t forget to register for my upcoming webinar with LeeAnn Hitchman of Hitchman Fiduciaries! This is a great opportunity for you to learn in details of how trust administration works and its vital role in your estate planning process. Learn how to make informed […]
Knowledge is Power!
Desplácese hacia abajo para leer esto en español. Discover the Secrets to Effective Trust Administration What happens when you pass away with a trust? What is trust administration? How does it work and what steps need to be taken? Should you name a family member or a professional to handle this? Join me, Alex Varela, for a webinar […]
2023 Was One for the Books…
Desplácese hacia abajo para leer esto en español. So Long 2023 & Hello 2024! As we bid adieu to 2023, our hearts are full of gratitude for the memories created with my team and my family – from enchanting Disney adventures to unforgettable travels and the incredible moments shared with our amazing clients. Each experience has woven […]
