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Recent Blog Posts
What Is the “Lookback Rule” and How Does It Affect Planning Strategy to Protect Assets and Expedite Medicaid Eligibility?
When planning for long-term care, one of the most critical aspects to understand is the Medicaid Lookback Rule. This rule can significantly impact how assets are protected and how quickly one can become eligible for Florida Medicaid. Conversely, failing to abide by the rule can set your eligibility back by years. Below we offer… Read More »
What Is the Relationship Between Guardianship and Medicaid in Florida?
When planning for the future, it’s essential to understand the intricate relationship between guardianship and Medicaid. Both legal systems could end up playing critical roles in ensuring the well-being and financial stability of individuals who may not be able to care for themselves due to age, disability, or illness. Below we delve into the… Read More »
What Does It Mean to Be a Certified Elder Law Attorney?
If you are caring for an elder adult or a person with special needs, or if you yourself are a senior or person with special needs, getting quality legal support from an attorney you can trust is probably at the top of your list as you navigate the multitude of vital legal issues you… Read More »
What Is Long-Term Care Medicaid?
As we age, the need for long-term care becomes increasingly likely, with many seniors requiring assistance with daily living activities such as bathing, dressing, and eating. The cost of long-term care, whether provided at home, in an assisted living facility, or in a nursing home, can be exorbitant, quickly depleting a lifetime of savings…. Read More »
Qualified Income Trusts and Medicaid Planning
Estate planning is an essential process for individuals and families to ensure their financial affairs are in order and their loved ones are taken care of after they’re gone. One essential aspect of estate planning that cannot be overlooked is planning for long-term care. There may come a time when an individual requires long-term… Read More »
What Is the Relationship Between Estate Planning and Medicaid?
When it comes to securing your financial future and ensuring your healthcare needs are met in your golden years, understanding the intricate relationship between estate planning and Medicaid is crucial, as both concepts can play a major role in your future. Below we discuss the essential link between estate planning and Medicaid, highlighting the… Read More »
What Does It Mean to Be Board-Certified?
One of the qualities that sets us apart from almost all other elder law firms in West Palm Beach is the fact that our lead attorney, G. Mark Shalloway, is certified as a specialist in Elder Law by The Florida Bar. Just so you know that board certification isn’t just some “participation trophy” that… Read More »
How a Special Needs Trust Can Protect Your Personal Injury Settlement and Medicaid Eligibility
Pretty much every estate plan should include a basic set of documents, including a will, revocable living trust, power of attorney, and advance directives for healthcare. Each document should be individually prepared and custom-tailored to the needs of the individual and their family. For many, additional documents are needed for a complete estate plan,… Read More »
What Is Elder Law?
Elder law is a vital area of legal practice that focuses on the needs of older adults, particularly in areas like estate planning, healthcare, guardianship, retirement, Social Security, and, notably, planning for Medicaid and long-term care. As we age, the likelihood of requiring long-term care services increases, making it essential to understand how an… Read More »
What Is a Successor Trustee in Estate Planning
If you are new to estate planning in general or revocable living trusts in particular, you might just now be familiarizing yourself with the legal names for the parties involved in a typical trust, such as “Settlor,” “Trustee,” and “Beneficiary.” You might then be wondering what a “successor trustee” is and whether your trust… Read More »