Family

including relationship planning, name and identity updates,
and agreements for life events and family transitions

Guidance for Life’s Key Transitions

Family-related planning is an important part of my practice. I assist individuals and families with a range of matters—including premarital and postmarital agreements, cohabitation agreements, name changes, and related planning for life’s key transitions. Whether the need is simple or requires thoughtful customization, I focus on providing clear guidance, protecting your interests, and ensuring the process moves forward smoothly.

Family Services

  • A well-drafted premarital or postmarital agreement can help couples clearly define financial expectations and protect both parties—before marriage or after the fact. These agreements can strengthen a relationship by removing uncertainty and promoting open communication.

    We assist clients by:

    • Drafting customized agreements that reflect each couple’s unique financial circumstances and goals.

    • Addressing property ownership, income, debt, spousal support, and other key issues.

    • Helping protect family inheritances, gifts, or business interests.

    • Ensuring the agreement complies with Florida law and will stand up to legal scrutiny.

    • Coordinating with other planning documents where needed (trusts, business structures, estate plans).

    Our goal is to create an agreement that is fair, clear, and enforceable—providing peace of mind for both parties.

  • Unmarried couples living together often face legal uncertainty when it comes to property ownership, financial support, and division of assets—especially if the relationship ends or a partner becomes incapacitated.

    We help clients:

    • Document property rights and ownership of jointly acquired assets.

    • Clarify financial responsibilities, such as mortgage payments, utilities, and household expenses.

    • Address rights related to personal property, pets, or jointly titled vehicles.

    • Provide a clear path for resolving disputes or separation without court intervention.

    • Coordinate agreements with existing estate planning documents when appropriate.

    A properly prepared cohabitation agreement helps protect both parties and provides practical structure for shared living arrangements.

  • When two or more people purchase or own property together—whether romantic partners, family members, or friends—it is critical to clearly define ownership rights and responsibilities in writing.

    We assist clients with:

    • Drafting Property Ownership Agreements tailored to their specific situation.

    • Addressing ownership percentages, contributions toward purchase or maintenance, and expense-sharing.

    • Clarifying what happens if one owner wants to sell, refinance, or transfer their interest.

    • Establishing buy-out rights, dispute resolution procedures, and protections for contributions made by one party.

    • Coordinating ownership terms with any existing mortgages, titling, or estate plans.

    These agreements help avoid misunderstandings and legal disputes—especially in situations where ownership is not governed by marital law.

  • A Legacy Letter (also known as an Ethical Will) is a powerful way to communicate your values, life lessons, hopes, and personal messages to your loved ones.

    We assist clients by:

    • Guiding them on the types of messages and values they may wish to express.

    • Helping structure letters so they are clear, meaningful, and preserved for future generations.

    • Coordinating Legacy Letters with other planning documents when appropriate.

    While a Legacy Letter is not a legal document, it can provide deep personal meaning to your family and ensure that your voice and wisdom are heard and remembered.

    A Family Mission or Values Statement helps families clarify and express their shared principles, priorities, and goals—providing a guide for decision-making and long-term legacy.

    We assist clients by:

    • Facilitating conversations to help articulate shared family values and goals.

    • Drafting statements that are practical, thoughtful, and meaningful to your family.

    • Integrating the Family Mission with Letters of Intent, Legacy Letters, and other personal planning documents when desired.

    • Helping families revisit and update their statements as life circumstances evolve.

    A written Family Mission or Values Statement can provide clarity across generations and guide how your family approaches relationships, giving, financial decisions, and transitions.

  • When someone other than a legal parent or guardian is temporarily caring for your child—whether for a weekend, a trip, or an extended stay—it’s important to have proper legal authorization in place.

    We help clients prepare Parental Consent Documents that:

    • Grant temporary authority to a trusted adult to make decisions about medical care, school communication, travel, and other important matters.

    • Specify the duration and scope of the authorization (e.g., medical only, full care, travel permission).

    • Reduce the risk of delays or refusals in emergency situations where proof of legal authority is required.

    • Can be tailored to cover a specific event, trip, or ongoing arrangement (such as shared caregiving or grandparents providing routine care).

    • Align with Florida law and comply with requirements for third-party providers, schools, and medical institutions.

    These documents are especially useful for short-term care situations, travel without parents, or when legal guardianship is not appropriate or necessary. They provide clarity and peace of mind—for both the parents and the caregiver.

  • Your online accounts, social media, and digital assets may hold great personal and financial value—and can become a source of conflict or loss if not properly addressed.

    We help clients:

    • Identify their digital assets (social media, email, cloud storage, websites, cryptocurrency, and more).

    • Create a Digital Legacy Plan that provides clear instructions for trusted persons to access, manage, or close these accounts.

    • Prepare appropriate authorizations under Florida law to comply with provider requirements and federal privacy regulations.

    • Coordinate digital planning with powers of attorney, estate planning documents, and Letters of Intent where applicable.

    A clear plan ensures your digital presence and assets are managed according to your wishes—not left to chance or inaccessible to those who may need them.

  • A Letter of Intent is a detailed guide for future caregivers, family members, or trustees—providing practical information about a child’s or loved one’s needs, routines, preferences, and support structure.

    We assist clients by:

    • Guiding the preparation of Letters of Intent for:
      • Minor children
      • Adults with special needs
      • Other vulnerable family members

    • Helping document key medical information, routines, educational needs, social connections, and support services.

    • Coordinating Letters of Intent with any legal planning already in place (guardianship designations, trusts, or powers of attorney).

    While not a binding legal document, a well-prepared Letter of Intent can be one of the most helpful tools for ensuring continuity of care and honoring your family’s values.

  • Changing your legal name in Florida requires a formal petition and court approval—whether for personal reasons, gender affirmation, family alignment, or post-divorce changes.

    We help clients:

    • Prepare and file Name Change Petitions with the appropriate court.

    • Navigate required background checks and compliance requirements.

    • Attend hearings if necessary.

    • Guide clients through updating all affected legal documents (driver’s license, Social Security, passport, financial accounts, and more).

    • Assist with name changes for minors (with the required parental consents or court approvals).

    Our goal is to make the name change process as efficient and stress-free as possible—while ensuring full legal compliance.

FAQs

  • The best way to do this is through a written Letter of Intent or similar personal document. This allows you to provide detailed guidance on your values, expectations, parenting philosophy, and any special considerations for your child’s care. While not legally binding, this type of document gives future guardians valuable direction and can help maintain continuity in your child’s upbringing.

  • It depends on your situation, but if you proceed without a written Property Ownership Agreement, there are risks. Unmarried couples do not have the same legal protections as married spouses. A written agreement should clarify how the property is titled, how contributions are handled, what happens if one person wants out, and how proceeds would be divided if the home is sold. Without that clarity, breakups, unexpected events, or even death can create complex legal and financial problems.

  • If your parents are giving you money toward a home purchase, and you want to keep that gift protected as your separate property, it’s important to document it clearly. This can be done through a Property Ownership Agreement or as part of a premarital or postmarital agreement. Without documentation, gifted funds can easily become commingled or treated as marital property, which can complicate matters if the relationship ends.

  • Yes, but it’s important that both parties have an opportunity for full disclosure and separate legal advice. We prepare custom prenuptial agreements that reflect each couple’s specific goals and financial circumstances. The earlier you begin the process—ideally well before the wedding—the smoother and more effective the process will be.

  • Most platforms allow you to name a legacy contact or designate what happens to your account after death. You can also include your preferences in a Digital Legacy Plan and authorize someone to access and manage your accounts. Without this type of planning, your accounts may be locked or deleted according to the provider’s default policy, which can make it difficult for your family to preserve important content.

  • No. Florida does not recognize new common law marriages. If you are living together as an unmarried couple, you will not acquire the rights of a spouse no matter how long you have been together, unless you enter into a legally valid marriage.

  • You should provide your friend with a simple Parental Consent Document that authorizes them to make basic decisions on your child’s behalf, particularly for medical care. This ensures they have legal standing if your child needs medical treatment or if issues arise while you’re away. We can help you prepare a document that is clear, legally sound, and tailored to your situation.

  • If you’re contributing funds to help your child buy a home—whether it’s a down payment, co-signing, or covering closing costs—it’s important to document the nature of that contribution. If the funds are intended as a gift, that should be clearly stated in writing to avoid confusion later. If they are intended as a loan, you should have a promissory note outlining repayment terms, interest (if any), and what happens if the property is sold or your child refinances.

    If your child is buying the home with a spouse or partner, and you want to protect your contribution from becoming marital or jointly owned property, you may also want to use a Property Ownership Agreement or encourage your child to execute a pre-/postmarital agreement. Without documentation, your contribution may be lost or become part of a later dispute—especially in the event of divorce or the sale of the property.