Watch our latest webinar:
Presented by Amy O’Hara, Esq., Littman Krooks LLP
Estate planning is not just for the wealthy. In fact, most people can benefit by having an estate plan. Proper estate planning can maximize the actual value of the assets that you will pass on to heirs and beneficiaries. It also provides the opportunity to make informed decisions concerning how assets and health care decisions should be handled during one’s lifetime.
However, many people make critical mistakes in the estate planning process. These include:
-not preparing for “what if” scenarios
-failure to properly title assets and update beneficiary designations
-failure to plan for incapacity
-not reviewing estate planning documents on a regular basis
-not putting enough thought into naming fiduciaries
-failure to consider tax planning
Living in two different states can present certain complications in elder law and estate planning. Your living will, trusts and health care power of attorney must be valid in both states along with other documents that may be needed to transfer property.
Join two nationally recognized elder law attorneys – Bernard A. Krooks, Esq., Littman Krooks LLP and Scott Solkoff, Esq., Solkoff Legal – for an online discussion and “Q&A” session about what “snowbirds” need to know about estate planning.
About The Attorneys:
Bernard A. Krooks, Esq., is a founding partner of Littman Krooks LLP, a firm committed to helping seniors and people with special needs plan for their future. Bernie has been honored as one of the “Best Lawyers” in America for each of the last seven years. He is past president of the Special Needs Alliance and the National Academy of Elder Law Attorneys (NAELA). Bernie has also served as chair of the Elder Law Section of the New York State Bar Association. He has been selected as a “New York Super Lawyer” since 2006.
Scott Solkoff, Esq., is a Florida Bar Board Certified Elder Law Attorney® practicing in Delray Beach, Florida. His firm, Solkoff Legal, P.A. has 4 attorneys, all dedicating their life’s work to assisting the elderly, people with disabilities, their caregivers and their families. Scott is Past-Chair of The Florida Bar’s Elder Law Section, President of the Academy of Florida Elder Law Attorneys (state NAELA chapter), a Fellow of the American College of Trusts and Estate Counsel and is author, with his father, of Thomson West’s Florida Elder Law.