Page 10 - Jupiter West - February '21

Page 10, Jupiter West
Common Mistakes With DIY Estate Plans

Part Two Of Three not addressed by their questionnaire that could contradict started. Further, if you do initially transfer title of all your
other parts of the will. assets to the trust, it is likely you will acquire additional
Submitted by Anné Your DIY estate plan may not account for changing property or financial accounts over the years that must
Desormier-Cartwright JD life circumstances and different scenarios that could go through probate if title is not transferred to the trust.
The Internet offers all arise. For example, if you create a will in which you leave Regular meetings with an estate planning attorney can help
the information and tools everything to your two children, what happens if one of ensure that your plan accomplishes your goals and that your
we need at our fingertips to those children dies before you? Will that child’s share go grieving family members are not left with major headaches
create our own estate plan, entirely to his or her sibling – or will it go to the child’s after you die.
right? Consumer Reports , offspring? What if one of your children accumulates a Stay tuned for Part Three next month.
®
an independent nonprofit lot of debt? Is it okay with you if the money or property If you have questions about your estate plan and what
consumer watchdog group, the indebted child inherits is vulnerable to claims of the documents you should have in place to plan your estate,
created wills using the DIY child’s creditors? What if your will states your daughter schedule a free consultation today by calling our office at
websites and asked three will receive the family home as her only inheritance, but (561) 694-7827, Anné Desormier-Cartwright, Esq., Elder
professors to review them. it is sold shortly before you die? Will she inherit nothing? & Estate Planning Attorneys PA, 480 Maplewood Drive,
Although the professors found that the wills drafted using As opposed to a computer program, an experienced estate Suite 3, Jupiter, FL 33458.
the DIY services were better than wills drafted by non- planning attorney will help you think through the potential The content of this article is general and should not be
lawyers on their own, they were inadequate to fully meet changes and contingencies that could have an impact on relied upon without review of your specific circumstances
the needs of most consumers. Although your DIY “estate your estate plan and design a plan that prevents unintended by competent legal counsel. Reliance on the information
plan” cost may initially be very low, it may end up being results that could frustrate your estate planning goals. herein is at your own risk, as it expresses no opinion by
much, much more expensive than an estate plan designed Assets may be left out of your estate plan. Many the firm on your specific circumstances or legal needs.
by an experienced estate planning attorney. This is a series people do not realize that a trust is frequently a better estate An attorney client relationship is not created through the
of three articles to address this need. planning tool than a will because it avoids expensive, time- information provided herein.
A DIY estate plan could contain inaccurate, consuming, and public court proceedings (i.e., the probate To comply with the U.S. Treasury regulations, we must
incomplete, or contradictory information. For example, process) that would otherwise be necessary to transfer your inform you that (i) any U.S. federal tax advice contained in
if you create a will using an online questionnaire, there money and property to your heirs after you pass away. Even this newsletter was not intended or written to be used, and
is the possibility that you may select the wrong option or if you have created a DIY trust, if you do not fund it, that cannot be used, by any person for the purpose of avoiding
leave out important information that could prevent your is, transfer title of your money and property into the name U.S. federal tax penalties that may be imposed on such
will from accomplishing your goals. In addition, some of the trust, it will be ineffective, and your loved ones will person and (ii) each taxpayer should seek advice from their
online services allow users to insert additional information still have to endure the probate process to finish what you tax advisor based on the taxpayer’s particular circumstances.
Jupiter Senior Softball

A plaque honoring Ted Battistone as the first inductee first brass nameplate has the inscription “Ted Battistone, Softball League for more than 20 years and was also a
into the Jupiter Senior Softball Association (JSSA) Hall 2020,” the year the Hall of Fame was established. player and general manager for 22 years for the Florida
of Fame was unveiled at a dedication ceremony Jan. 11 After the dedication, Cosentino presented Juanita with Investment Properties Team. He was inducted into the
at the Jupiter Community Park. a framed copy of Ted’s obituary that was published in the National Senior Softball Hall of Fame in 2005.
Ted’s wife Juanita and sons, Greg and Chip, and Senior Softball USA Newsletter to honor Ted. Juanita The Jupiter Senior Softball program is open to persons 55
grandsons, Nick and Dan, and family friend Janet Hope thanked the Softball Association saying that playing softball and over and is sponsored by the JSSA in cooperation with
attended the event. Ted, a longtime softball player and was Ted’s first love and “was such a joy in all of our lives.” the Town of Jupiter. Games are every Monday, Wednesday
Association member, died April 19, 2020 after battling The JSSA Hall of Fame was established just five and Friday morning beginning at 8:30 a.m. at Jupiter
cancer. After the unveiling of the plaque mounted in the JSSA days before Ted’s passing last year and he learned of his Community Park. For information contact Tom Cosentino
display case League Commissioner Tom Cosentino said: selection before he died. Ted played in the Jupiter Senior at (412) 721-0173 or go to www.leaguelinep.com/jssa.
“Ted set the standard when it came to competition,
Your Style – Your Design sportsmanship, and friendship,” and added, “This plaque
will hang in his honor and keep his memory alive with all of
us. We miss him and we will never forget him.” The plaque’s

Juanita Battistone with Tom Cosentino and framed obituary
published by Senior Softball USA to honor Ted Battistone

Licensed and Insured

Juanita Battistone and son Greg admire the brass Hall of
Fame plaque with Ted Battistone’s name inscribed as the
first inductee.