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Recent Blog Posts
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 »
What Is the Difference Between Medicare and Medicaid?
Understanding the intricacies of healthcare insurance can be overwhelming, especially when it comes to distinguishing between Medicare and Medicaid. Both are federally funded programs aimed at helping individuals access healthcare services, but there are important distinctions between the two. For instance, Medicare is open to people once they reach a certain age, while eligibility… Read More »
What Are the Different Types of Personal Property and How Do They Affect an Estate Plan?
Estate planning, in part, involves deciding how to distribute the contents of your estate to family members, friends, charities, and other individuals or institutions you choose to remember in your will or trust. Your “estate” is not just “real estate,” such as a house, land, or investment property; it is everything you own. A… Read More »
Does Florida Have an Inheritance Tax?
Whether you are planning out how to distribute your estate after your passing or you stand to receive a large inheritance in Florida, you may be wondering, Does Florida have an inheritance tax? This is an important and relevant question to ask no matter which side of the equation you are on. Read on… Read More »
Signs of Elder Abuse
Elder abuse is, unfortunately, a common occurrence in the United States. As many as five million older Americans experience abuse every year. Abuse comes in many forms, including physical, emotional, and financial. Financial abuse is especially rampant in the country–experts estimate that elderly Americans lose at least $36.5 billion collectively each year to financial… Read More »
How a Skilled Florida Elder Law Attorney Can Assist with Medicaid Approval
Preparing for your golden years extends beyond deciding on your retirement location or planning your leisure time activities. It also encompasses making crucial financial arrangements, especially considering the high costs of long-term care. Medicaid, a government program, can provide financial relief, but navigating its complexity to ensure eligibility can be daunting. This is where… Read More »
Things to Consider When Naming a Trustee
When you establish a trust–whether it’s a revocable living trust, a testamentary trust, or a special purpose trust such as a special needs trust–you’ll need to name a trustee. Picking the right trustee is critical to ensure that the goals of the trust are fulfilled and that your finances, and your family, are protected…. Read More »
Planning for Disabled Children
Planning for the future of your children is always important, and it always requires care and forethought. When your child has a disability, however, it’s even more vital to have a secure plan in place. You need to know that your child will be cared for in all eventualities, especially if you become ill… Read More »
Understanding Your 2023 Long-Term Care Benefits
Long-term care is expensive, costing thousands of dollars a month. For most people, it’s an impossible expense without assistance. It’s important to start planning for your elder years, or for the possibility of earlier disability, while you are still able and working. There are a few different options for long-term care coverage in Florida,… Read More »
What Is a Medicaid Asset Protection Trust?
Long-term care is prohibitively expensive for many people. Medicaid and other needs-based programs can help pay for long-term care, but their standards for eligibility can be difficult to meet without planning. Dumping assets to qualify for Medicaid can create more problems than it solves. Legal solutions are available for people hoping to qualify for… Read More »