Check out the latest edition of our newsletter!
February 2025
www.SosaLegal.com 954-532-9447
LOVE AND LISTENING The Essence of Empathy
This month’s cover article is all about love. Of course, Valentine’s Day is celebrated in February, which naturally means we devote a special day to showing those closest to us how much we love and care about them. I think a romantic relationship has a lot in common with a professional one. As an attorney, I communicate with my clients like I do with my loved ones. Trust is critically important in any client relationship, as I deal with cases involving sensitive information and profoundly personal family matters. Through our social media posts, online videos, and other marketing strategies, I strive to inform people of my firm’s values and instill trust in them before they even contact us with a case. When clients come in, we offer them chocolates — a sign of love in and of itself — and welcome them with open arms. My job is to listen and communicate with empathy and do all I can to align my services with their needs, concerns, and pain points. When clients approach our firm, they’re often vulnerable. I work to make them feel comfortable enough to open up to me so I can consider and implement ways to help them. I’ve built my practice on the belief that we offer our clients more than documents and representation. I chose this profession to listen to people, offer my support, and provide solutions that better their lives. Trust and empathy are also keys to a successful life at home. When I have a dispute with my wife, she’ll tell me, “I hope you don’t talk like this with your clients!” Hearing that helps me reflect on how I interact with people and reaffirms my commitment to doing more to destroy the walls that prevent communication. Whether I’m with a loved one, a friend, a neighbor, or a client, the last thing I want to be is rude or disrespectful. That’s why I try to listen with my heart as well as with my ears. I may not always succeed in getting every conversation right, but I’ll never stop reaching for that goal. I also follow this philosophy as a parent. Sometimes, when I get distracted by the phone or my responsibilities, my children will say, “Dad! DAD ! I’m asking you a question!” I’ll think, “Oh, my god!” and realize I wasn’t paying attention to them. Although it’s easy for any of us to have a million things on our minds at any given time, nothing in that moment matters more than the people who
need to know we’re present for them. We’re nothing without the relationships we’ve built, and every conversation with my spouse or children is as meaningful to me as every exchange I have with someone in my office. At the end of the day, we’re all human beings, which means we’re often flawed and emotional. We all face obstacles and frustrations in life, but we must never lose sight of treating others respectfully
and giving them our full attention when they need us. Whether working with a client or engaging with a family member, how well you listen and share with them — and even how quickly you return a phone call or respond to an email — speaks volumes about who you are.
–Horacio Sosa
www.SosaLegal.com | 1
Published by Newsletter Pro • www.newsletterpro.com
SAFEGUARD YOUR LEGACY The Benefits of Forming a QTIP Trust
Every family has a unique dynamic and history. If you have been married more than once, you may feel conflicted about the needs of your current spouse versus your children’s needs from previous marriages. However, you can preserve your legacy and provide for all your loved ones in your estate plan without alienating your children or spouse. By incorporating a Qualified Terminable Interest Property (QTIP) trust into your estate plan, you can solve the issue equitably, giving both parties the security they need. How QTIPS Work Unlike other trusts, QTIP trusts allow you to name a life beneficiary and a final beneficiary for your property. For instance, you can name your spouse as your life beneficiary, who will have
limited rights to use the property set aside in the trust during their lifetime. Then, you can name your children as the final beneficiaries, who will inherit the property in the trust after you pass away. If your spouse passes away before you do, the property in the trust will be given directly to your final beneficiaries without needing alterations. QTIPs also offer benefits for a surviving spouse. Any income from the trust can go to the surviving spouse for the rest of their life, and estate taxes are not assessed until after the surviving spouse’s death. The Advantages QTIPs are a great way to meet the needs of two conflicting parties of beneficiaries. It is ideal for people who have been married more than once and have children from
previous marriages; few options offer such a flexible trust that allows your children to inherit your property after your living spouse no longer needs it. This can help ease tension and reduce disagreements when settling your estate.
Planning for the Unthinkable Explore Funding Options and Pet Trusts
As a pet owner, the thought of your pets no longer being with you is something you don’t like thinking about. After all, you’ve had them their entire lives. Now, imagine the roles are reversed. What if something happens to you first, and you can no longer care for your pet? It’s a daunting thought, but pet estate planning is designed to ensure your
pet is well taken care of in the event of your passing or incapacitation.
caring for your pet now. Then, take that amount and project how long your pet is likely to live to determine a number. Also, consider reasonable compensation for the person caring for your pet. Life insurance and retirement plans are excellent financial sources for funding your pet’s lifetime care. Establish a pet trust and trustee. Unlike life insurance and retirement plans as funding sources, pet trusts legally shore up the financial obligations of caring for your pet. Ultimately, the money you leave the caretaker isn’t a lump sum they can spend anywhere; it provides accountability for how they spend it. Your caretaker can be the trustee, too, but it could create a conflict of interest. A professional trustee is probably best to ensure funds are distributed according to your wishes.
Who will care for your pet? Before discussing the legal and financial aspects of pet planning, the first step is to consider who will get physical custody of your pet. Like planning for children, you must be comfortable with the caregiver. Have they interacted with your pets before? How do they treat their pets? Family and friends will likely be your go-to, but never assume they will take on the responsibility of your pet. Whomever you’re considering, be sure to have an intentional conversation with them about your wishes. Determine the finances for the lifetime of your pet. How much is enough? First, do the math to figure out how much you spend
2 | 954-532-9447
Published by Newsletter Pro • www.newsletterpro.com
Weird Stories From World War II GHOSTS AND GOLD
TAKE A BREAK CHOCOLATE DREAM EQUALITY GROUNDHOG GRAMMY KING LINCOLN PIZZA ROSES SUPER BOWL VALENTINE WOMEN
World War II, the largest conflict in human history, saw millions of soldiers engaged in fierce battles across the globe, from the deserts of Tunisia and the muddy fields of Kursk to the streets of Singapore and the tropical atolls of the Marshall Islands. Some oddities go overlooked among the countless acts of heroism, savagery, desperation, stalemates, victories, and defeats. Bizarre events, characters, and plans that sound too outlandish to be true (but are!) prove reality is often stranger than fiction. The Ghost Army Deception is a prominent part of war, but the U.S. Army invented an entirely new way of misleading the enemy. The 23rd Headquarters Special Troops, nicknamed the “Ghost Army,” was a unit dedicated to creating a fake army capable of drawing enemy attention and resources away from the rest of the front. Deployed on Jan. 20, 1944, the Ghost Army comprised of around 1,000 men, including artists, fashion designers, and geniuses. The unit utilized inflatable tanks and vehicles, sent out phony commands over the radio, and even created a landfill big enough to convince any aerial reconnaissance that a much larger force was camped at their location. Operation Golden Eye Following the Spanish Civil War, a fascist regime sympathetic to Nazi Germany, led by Francisco Franco, assumed control of Spain. While Spain was neutral during the war — partly due to skillful diplomacy by the Allies — the British Army prepared for the worst. If Spain entered the war and Germany invaded British Gibraltar, they needed a plan to repel the invasion and defeat the Spanish and German armies. The British tasked Commander Ian Fleming of the Royal Navy Volunteer Reserve with this task. The plan was nicknamed Operation Golden Eye. If the name sounds familiar, it’s because Ian Fleming went on to write a series of spy novels starring its titular character, James Bond.
GINGER-GLAZED MAHI MAHI Inspired by AllRecipes.com
Ingredients
• 3 tbsp honey • 3 tbsp soy sauce • 3 tbsp balsamic vinegar • 2 tbsp olive oil • 2 tsp grated fresh ginger root • 3 cloves garlic, minced
• 4 (6-oz) mahi mahi fillets • Salt and pepper to taste • 2 tbsp vegetable oil • Cooked brown rice, for serving
Directions 1. In a shallow bowl, mix honey, soy sauce, balsamic vinegar, olive oil, ginger, and garlic. 2. Season fish fillets with salt and pepper, then place them skin-side down in the marinade. Cover and refrigerate for 25 minutes. 3. Add vegetable oil to a large skillet over medium-high heat. Remove fish fillets and add to skillet, reserving marinade. Fry fish for 4–5 minutes on each side, turning only once, until fish flakes easily with a fork. Remove fillets to a serving platter and keep warm. 4. Pour the reserved marinade into the skillet. Simmer over medium heat until reduced to a glaze. Spoon glaze over fish and serve over brown rice.
www.SosaLegal.com | 3
Published by Newsletter Pro • www.newsletterpro.com
PRST STD US POSTAGE PAID BOISE, ID PERMIT 411
Follow us on Facebook, Twitter, Instagram, and LinkedIn
954-532-9447 www.SosaLegal.com 2924 Davie Rd., Ste. 102 Davie, FL 33314 INSIDE THIS ISSUE
Kindness Creates Connections
1 2
Build Thorough Estate Plans With QTIP Trusts
Ensure Your Pet Is Cared For
Ginger-Glazed Mahi Mahi
3
2 Bizarre Stories From World War II
Why Brando’s Housekeeper Sued His Estate
4
Brando’s Beneficiaries HOUSEKEEPER SUED ESTATE OVER BROKEN PROMISES
Who Were Brando’s Beneficiaries? The problems with settling Brando’s estate did not stem from a lack of preparation: He had a valid will they followed. Instead, those not included in his document created the issues. Marlon Brando was married three times and had 11 children and 30 grandchildren. However, he reportedly cut most of them out of his will, leaving the bulk of his estate to his producer and several associates. Housekeeper but No House In addition to his long list of progeny, Brando excluded his longtime (about 10 years) housekeeper and personal assistant, Angela Borlaza, from his will. According to Borlaza, her star employer had promised to leave her his home in Winnetka, California, after he died. However, despite Borlaza’s insistence that he made his promise verbally, no record of it existed anywhere
Marlon Brando, considered by many to be the greatest actor of the 20th century, appeared in timeless classics like “Apocalypse Now” (1979), where he played the villainous Colonel Kurtz, and “The Godfather” (1972), where he stole the screen as Don Vito Corleone, the soft-spoken and poignant mob boss. However, in stark contrast to his illustrious film career, after Brando’s passing in 2004, settling his estate — considered worth more than $25 million — was a disaster. Near the end of his life, Brando reportedly made amendments to his will that favored business over familial connections — with allegations from some of his primary beneficiaries that he was not in the right state of mind to make these changes. Needless to say, the contents of his will caused considerable controversy, infighting, and numerous lawsuits.
in his estate plan. Regardless, Borlaza sued Brando’s estate for $627,000, the estimated value of the home at the time, but ended up settling for $125,000.
4 | 954-532-9447
Published by Newsletter Pro • www.newsletterpro.com
Page 1 Page 2 Page 3 Page 4Made with FlippingBook Ebook Creator