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5 Questions to Ask Before Choosing a Healthcare Surrogate

Picture this: a parent is rushed to the hospital on a Tuesday night. She can’t communicate. Decisions need to be made — quickly, and by someone with legal authority to make them. The adult son named as her healthcare surrogate a decade ago now lives across the country, has his own health issues, and realizes […]

What Florida Newcomers Need to Review in Their Estate Plan

You planned carefully before the move. Will, trust, power of attorney, healthcare directives — it’s all in a folder somewhere. Now you’re settled in Florida, and the question most people never think to ask is: does any of it still work the way you intended? The answer depends on what you have. Florida has its […]

Your New Year’s Resolution: Review Your Estate Plan

Trying to lose those holiday pounds? Resolved to exercise for an hour a day? New diet making you grumpy? We’re already a few weeks into the year, and most of us made aspirational New Year’s Resolutions that, while admirable, will fall completely off our radar by Valentine’s Day.

Important Update Part 2: Corporate Transparency Act & Beneficial Ownership Filings

In December 2024, we wrote a blog post regarding the Corporate Transparency Act (CTA). A federal district court in Texas had issued a nationwide injunction blocking enforcement of the CTA’s reporting requirements. This injunction has now been overturned on appeal. This means that the CTA’s beneficial ownership reporting requirements are once again in effect. As […]

Important Update: Corporate Transparency Act & Beneficial Ownership Filings

In January 2024, we wrote a blog post regarding the Corporate Transparency Act (CTA) and its reporting requirements. The CTA would have required many businesses—including corporations, limited liability companies, and other entities created by state filings—to report information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). On December 3, 2024, the U.S. […]

Why You Need A Certified Elder Law Attorney When Planning For Long-Term Care

As we age, planning for long-term care becomes increasingly important. Many individuals and families find themselves overwhelmed by the complexities of navigating the legal, financial, and medical aspects of long-term care. This is where a certified elder law attorney can make a significant difference.

Corporate Transparency Act: New Reporting Requirements for Business Entities

On January 1, 2021, the United States Congress enacted the Corporate Transparency Act (the “Act”). The stated goal of this legislation was to “protect interstate and foreign commerce” and to “better enable critical national security, intelligence, and law enforcement efforts to counter money laundering, the financing of terrorism, and other illicit activity.”

The Clements & Wallace Ultimate Gift Guide

As the holiday season is in full swing, we thought we would join in on the latest trend taking the Internet by storm: gift guides.

Caregiver: The Role Few Expect, But Many Will Inhabit

Anyone with children expects to serve as a caregiver for their child until they’re ready to leave the nest. What most people do not expect, however, is that they will someday need to serve as a caregiver for another adult.

Who Needs an Estate Plan?

When you hear the term “estate planning,” your mind might conjure images of the elderly preparing to pass a life’s worth of assets and heirlooms to the next generation, or a wealthy couple setting up trust funds for their children and trying every trick in the book to minimize their tax bill.

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