Estate Planning

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Oct 32 min read

5 Items to Leave out of a Revocable Living Trust

Most clients say they don’t want their family to go through the probate process, so they opt for a Trust-based plan. Don’t let the word...

Joint Bank Accounts: Not Always A Good Idea

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Aug 62 min read

Joint Bank Accounts: Not Always A Good Idea

Joint bank accounts can be a useful estate planning tool for passing money to loved ones outside of probate and planning for disability....

When someone passes away in Florida, what happens?

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Aug 61 min read

When someone passes away in Florida, what happens?

In general, the funeral home is given the decedent’s (the person who passed away) social security number, and they notify the Social...

What Does Incapacitated Mean in Elder Law & Estate Planning?

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Nov 6, 20232 min read

What Does Incapacitated Mean in Elder Law & Estate Planning?

Someone who is incapacitated cannot make personal decisions or understand legal documents. An incapacitated person requires a surrogate...

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Nov 6, 20232 min read

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the critical and...

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Nov 6, 20232 min read

Medicaid Planning

A recent article shows how baby boomers are a huge generation. By 2030, the US will, for the first time, have more residents over 65 than...

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Oct 4, 20232 min read

What is a Pour-Over Will?

If you have a Revocable Living Trust, you should also have a Pour Over Will. If you don’t have a Revocable Living Trust, a Last Will and...

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Oct 4, 20232 min read

Mistakes in Medicaid Planning

Planning at least five years before you need assistance is optimal, and all your assets can be protected. Here are some mistakes we want...

HOW TO GET a DD-214 TO APPLY FOR VA BENEFITS

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Jun 12, 20231 min read

HOW TO GET a DD-214 TO APPLY FOR VA BENEFITS

Your military discharge papers are officially known as DD214. All veterans receive this Certificate of Release or Discharge from Active...

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Jun 12, 20232 min read

Name beneficiaries on your accounts

A comprehensive and effective estate plan involves more than simply making a will. As part of your estate plan, we ask clients to review...

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May 2, 20232 min read

No Will, who gets my Stuff?

Often times a client will tell me, I need to prepare a simple will so that the State does not take my property. I know how this sounds,...

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Apr 5, 20232 min read

What is a Lady Bird Deed?

A Lady Bird Deed is an estate planning tool in Florida. It’s also known as an Enhanced Life Estate Deed. When President Lyndon B....

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Apr 5, 20233 min read

5 Myths About Trusts

There is a lot of misinformation circulating about estate planning, which is understandable given how complicated this area of law really...

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Mar 14, 20231 min read

What is a Living Will?

Many people confuse a living will for a last will and testament. However, a living will is a legal document that allows you to specify...

What does a Personal Representative or Executor of a Will do?

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Mar 14, 20232 min read

What does a Personal Representative or Executor of a Will do?

A personal representative (PR) or executor is a person or entity you choose to carry out your last wishes outlined in your will. Your...

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Mar 14, 20232 min read

When does a Power of Attorney end?

A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or...

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Feb 13, 20232 min read

Does a Power of Attorney End at Death?

A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or...

Does Medicare, Medicare Advantage, or Medicaid help pay for assisted living?

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Feb 13, 20232 min read

Does Medicare, Medicare Advantage, or Medicaid help pay for assisted living?

Does Medicare Cover Assisted Living? No, it does not. While traditional Medicare supports older adults’ medical needs, it does not apply...

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Nov 2, 20223 min read

Understanding Trusts

Know Your Options This Long-Term Care Planning Month As a member of the Elder Law Section of The Florida Bar and participating in the...

The information contained on this webpage is for general educational information only. This information does not constitute legal advice, is not intended to constitute legal advice, nor should it be relied upon as legal advice for your specific factual pattern or situation.