Annual Maintenance Workshops 2018-03-13T12:12:21+00:00

Living in a Digital World

We live in a world of technology that is ever-changing and always growing.  In this workshop, Craig and Mike, Chris and Hayley elaborate on the various circumstances and goals surrounding the use of your digital assets during your incapacity and after your passing.  Tune in to also learn how to protect your digital identity during your lifetime and what other updates the Annual Maintenance Program has in store this year.

Will Trump Abolish the Estate Tax?

 

Florida Bar Board Certified Attorneys Craig R. Hersch and Michael B. Hill review how the new Trump administration and the Republican Congress may reshape estate tax planning, and review other significant wills, trusts and estate developments that have transpired over the past twelve months.

The Responsibility Conversation

In this workshop Craig and Mike discuss the value of discussing your goals and intentions with your loved ones, whether they be a Trustee or a Durable Power Agent.

Protecting Your Inheritance

 

In this workshop, Craig and Mike review the estate planning strategies necessary to protect the inheritance you leave your loved ones. They review recent court cases involving both traditional inheritance and new issues that have cropped up surrounding IRA and 401(k) accounts.

Protecting Your Net Worth

In this workshop Craig and Mike review how your revocable trust does not protect you from your own creditors. While many of us don’t have creditors, most of us drive – which can lead to huge liability in excess of our automobile insurance coverage. We’ll discuss the steps you should take to ensure that your hard earned life savings don’t vanish should you have a tragic accident or other creditor problems.

A Primer on Irrevocable Trusts

 

In this workshop, Craig and Mike provide a Primer on Irrevocable Trusts.  Many people confuse revocable trusts and irrevocable trusts.  You will learn the differences between the two, when irrevocable trusts are typically used, the elements of the most common types of irrevocable trusts and why it’s important to administer an irrevocable trust properly.

What Your Adult Children Need to Know About Your Estate Plan

When you have named your adult children as beneficiaries and as trustees and in other roles in your estate planning documents, this primer includes the important things that they need to know.

True Wealth vs False Wealth

What is it that you truly value and how do you best pass that on to your loved ones? Leaving a legacy of values is often better than any assets or property you leave behind.

Making Relationships Work

Dr. David Kelly tells us what men and women want most from one another. The answers may surprise you.

Memory Loss

 

Who Does What during Your Incapacity?

This important video describes the authority that you grant your loved ones in your trust, will, durable power of attorney, health care surrogate and living will documents.