En los días de búsquedas en Google, no sé por qué todavía me sorprende cuando un cliente potencial pregunta: «¿Podemos proceder con una Administración de resumen?» Aún así, como estoy seguro de que mis médicos experimentan cuando llego a la lista de síntomas y mi conclusión incorrecta de lo que creo que es mi dolencia,…
Este mes, me senté con Fady Maghak y Victor Fernández del AM WEALTH MANAGEMENT GROUP de Janney Montgomery Scott LLC, dos personas sobresalientes que ofrecen un alto nivel de atención tanto a las carteras financieras como a los clientes. ¿Cómo empezaste en este negocio? Nuestro equipo, The AM Wealth Management Group de Janney Montgomery…
Un poder notarial duradero para las finanzas, o poder financiero, es una forma simple, económica y confiable de organizar que alguien administre sus finanzas si queda incapacitado (incapaz de tomar decisiones por usted mismo). Un poder notarial financiero es un buen documento para usted, pero también puede ser una gran bendición para su familia. Si…
Today I taught my three year old his first lesson about death and was left far more affected than he was. His great aunt passed away a month ago (his “Tutita”) and today, in a moment of shame and vulnerability (he had farted and mistakenly pooped a little in his undies), he said through tears…
About three years ago, I made one of the biggest decisions of my life. With a five-month old in tow, in the middle of complete house remodel, and an empty client list, I decided to open my own practice… and it was one of the best choices I have ever made. Not only did it…
Congratulations!! You’ve prepared yourself and your family for the future. Creating a Last Will and Testament (preferably in conjunction with a Revocable Trust and Advanced Directives) is a huge accomplishment. But even if you already have an estate plan, you’ll want to examine these documents periodically to make sure they continue to reflect your wishes.…
Ahhh, that fresh newborn baby smell. There’s nothing like it in the whole world. It makes you forget the sleepless nights, the thousandth diaper you’ve changed today, the crying that rattled your heart as you attempted to inhale that plate of food you called «lunch.» In the midst of caring for your newborn or young…
53. Fifty. Three. That’s how old country singer, Jay Allen’s, mother is. She is currently dealing with the early onset of Alzheimer’s Disease. See the beautiful video below of the song he wrote and dedicated to his mother aptly titled, “Blank Stares,” on stage at the Dubuque County Fair. Did you know that the youngest…
About a month or so ago, I received an email that I was chosen one of three TOP Estate Planning Attorneys in Miami according to www.threebestrated.com. Click HERE to see how www.threebestrated.com rates professionals. I am so honored to receive this accolade and it just proves what I’ve said since day one: 1. Be kind…
Even though she started with the firm almost a year ago, it took me some time to establish a section for our all-star paralegal, Stephany Lopez (probably because I had to read it a thousand times and make sure it was perfect, but also because we are just so incredibly busy working on our clients’…
