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....
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info51052
- Aug 6
- 1 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 1 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 3 min
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, 2023
- 1 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2023
- 2 min
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, 2022
- 3 min
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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