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...
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info51052
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....
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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,...
info51052
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....
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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...
info51052
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.
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