Estate Planning

Suspect Elder Financial Abuse? Here’s What to Do.

Suspect Elder Financial Abuse? Here’s What to Do.

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Elderly people work their whole lives to be financially secure when they retire. They will rely on that money to carry them through illness and other expenses that come with aging. Sometimes, that money is stolen from them, whether it be from a scam by strangers or from a family member that has gained control… Continue Reading

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Is a Corporate Trustee Right for You?

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When considering who to designate as the successor trustee of a family trust, most initial trustees would immediately assign the job to a close family member or friend. While this may often be the right choice, some parents may choose to designate a corporate trustee to distribute funds and property after they are deceased. A… Continue Reading

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SSA Update for Same-Sex Couples

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On June 26, 2015, the U.S. Supreme Court issued a decision in Obergefell v. Hodges, that same-sex couples have a constitutional right to marriage in all states. Since this ruling, the Social Security Administration (SSA) recognizes same-sex couples’ marriages in all states as well as some non-marital legal relationships (such as specific civil unions and domestic… Continue Reading

Do-It Yourself and Free Estate Planning Forms…Proceed with Caution

Do-It Yourself and Free Estate Planning Forms…Proceed with Caution

By admin

A quick search of the internet reveals no shortage of Free Power of Attorney Forms, Free Will Forms, and other fill in the blank estate planning documents.  With the rampant growth and availability of the do-it yourself (DIY) legal market, it is worth taking a moment to evaluate what is in the consumers’ best interest…. Continue Reading

What’s What in Medicaid Planning: Personal Service Contract

What’s What in Medicaid Planning: Personal Service Contract

By admin

You may be doing research for yourself or a loved one on Medicaid Planning in Florida. You may have heard about a Personal Services Contract and would like to know more. A Personal Service Contract is an agreement that Florida Medicaid allows in order for a child to provide services of a personal nature to a parent in an nursing… Continue Reading

What’s What in Medicaid Planning: Acceptable Transfers of Assets and Income

What’s What in Medicaid Planning: Acceptable Transfers of Assets and Income

By admin

Researching Medicaid can not only be intensive and time consuming, but also confusing! Florida Medicaid policies and procedures are ever changing, and Medicaid can be very complex, specifically when a Medicaid applicant has various types of assets. For this reason, potential Medicaid applicants often receive harmful information from unlicensed sources on how to transfer assets or income… Continue Reading

What’s What in Medicaid Planning: Institutional Care Program (ICP)

What’s What in Medicaid Planning: Institutional Care Program (ICP)

By admin

So you’re researching Medicaid and Medicaid planning in Florida. Whatever your reasons may be, the process of applying for Medicaid can be stressful based on the uncertainty and the lack of knowledge, let alone the emotional aspect of going into or placing a loved one into a nursing facility. One of the most popularly searched terms you… Continue Reading

Living Life in the Cloud: Estate Planning for Digital Assets

Living Life in the Cloud: Estate Planning for Digital Assets

By admin

Most Americans now live double lives: the physical and the digital. We exist in the physical world, but we also exist as digital presences in a vast online bazaar. And some of us are a combination of 1’s and 0’s that add up to unexpected profit. Think about this: how much of your life is… Continue Reading

Clash of Wills

Clash of Wills

By admin

One question estate planning lawyers are very familiar with is what constitutes the best choice of estate planning: making a will or making a trust? The answer, I’m afraid to say, is not a one-size fits all costume. It is tailored to an individual’s needs, making it important to consult with your estate planning attorney before… Continue Reading

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