Skip to content
No results
Menu
  • Learning
    • Register
    • On Demand
    • Blog
  • Our Firm
  • Services
    • Estate Planning
      • Asset Protection
      • Real Estate
    • Business Planning
    • Medicaid Planning
Contact
Estate Planning I Legacy Trust Counsel, P.A.
  • Learning
    • Register
    • On Demand
    • Blog
  • Our Firm
  • Services
    • Estate Planning
      • Asset Protection
      • Real Estate
    • Business Planning
    • Medicaid Planning
Contact
Estate Planning I Legacy Trust Counsel, P.A.
  • Estate Planning, Technology

Everything You Need to Know About Including Digital Assets In Your Estate Plan Part 1

This week, I uncover everything you need to know including your Digital Assets in your estate plan. Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital…

  • Elena Ortega-Tauler, Esq.
  • July 26, 2021
  • Technology

What You Should Know About Your Website’s Terms Of Use

This week on my blog I cover, “What You Should Know About Your Website’s Terms Of Use”. Although it’s the likely most boring part of your website, having a well-thought-out Terms of Use page for your company’s website is a…

  • Elena Ortega-Tauler, Esq.
  • July 17, 2021
  • Celebrity Estates

Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance of Incapacity Planning

Since the age of 16, when she burst onto the charts with her debut single, “…Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame…

  • Elena Ortega-Tauler, Esq.
  • July 10, 2021
  • Legacy Trust Counsel, Technology

How to Secure Your Personal Information Online

Most of us conduct a lot of our personal business online these days, so the necessity of being savvy when it comes to security has never been greater. Hackers are becoming much better at scouring our online lives – including…

  • Elena Ortega-Tauler, Esq.
  • June 28, 2021
  • Children, Estate Planning, Finances, Medical & Insurance

3 Vital Estate Planning Documents for High School Graduates

With the arrival of summer, young people across the country are about to reach a key milestone: high school graduation. If you have a child claiming their diploma, now is the time to prepare them for life after leaving the…

  • Elena Ortega-Tauler, Esq.
  • June 21, 2021
  • Children, Estate Planning, Finances, Leaving A Legacy, Special Needs Dependents

When It Comes to Inheritance, Treating Children Equally Not Always the Best Plan

While most parents have the inclination to treat all their children equally when it comes to an inheritance, Family Wealth Lawyers know that this is not always the wise choice.  Here are some scenarios when an unequal distribution may be…

  • Elena Ortega-Tauler, Esq.
  • June 14, 2021
  • Estate Planning, Finances, Leaving A Legacy, Trusts

Avoid these 10 Common Estate Planning Mistakes

As a Family Wealth Lawyer, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save…

  • Elena Ortega-Tauler, Esq.
  • June 7, 2021
  • Estate Planning, Leaving A Legacy, Pets, Trusts

How to Create a Pet Trust

There is no doubt we are a nation of pet lovers. Unfortunately, the law as it is currently written views pets as property, so providing for your pet in your will won’t work. So how do you protect your favorite…

  • Elena Ortega-Tauler, Esq.
  • June 1, 2021
  • Estate Planning, Finances, Leaving A Legacy, Retirement, Taxes, Trusts

How to Correctly Name Beneficiaries for Your IRAs

You could be unintentionally reducing your family’s wealth potential if you do not properly designate the beneficiaries of your IRAs. Improper estate planning could mean that your IRA assets could pass to the wrong people or entities, so how you…

  • Elena Ortega-Tauler, Esq.
  • May 25, 2021
  • Estate Planning, Finances, Legacy Trust Counsel, Retirement

What to Do When You Inherit a Retirement Account

As a Family Wealth Lawyer, I’m often asked to help people who inherit a retirement account.  The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced…

  • Elena Ortega-Tauler, Esq.
  • May 17, 2021
Prev
1 … 4 5 6 7 8 9 10 … 15
Next

Copyright © 2026 

  • Privacy Policy