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We realize this is an extensive Questionnaire, but please provide as much information as you can so we can maximize our time together. Experience has shown us that the more information you provide upfront, the more we will be able to explore your unique concerns in order to craft solutions […]
Author: Steven Silverman
Confidential Estate Planning Questionnaire We realize this is an extensive Questionnaire, but please provide as much information as you can so we can maximize our time together. Experience has shown us that the more information you provide upfront, the more we will be able to explore your unique concerns in […]
Hi, this is Steven Silverman, your Miami Estate Planning Attorney. I wanted to give you an introduction to our firm and how we handle your estate planning. First, I want to thank you for providing us an opportunity to earn your trust by preparing your family’s estate plan. I take […]
Married couples will often have legal estate documents prepared together. Such documents may include a will, leaving all property to the surviving spouse and/or the couple’s children, and a heath care proxy (sometimes known as a living will) to direct the spouse how to handle medical issues if one spouse […]
A Pooled Income Trust is a special kind of trust that is established by a non-profit organization. This trust allows individuals of any age (typically over 65) to become financially eligible for public assistance benefits (such as Medicaid home care and Supplemental Security Income), while preserving their monthly income in […]