The Latest from Our Firm

October 16, 2020

The Importance of Estate Planning in Florida

Even in death, our obligations to loved ones or businesses we controlled doesn’t end. When we pass, those we cared for, did business with, or lent philanthropic support will still need us. Planning your estate with these needs in mind can help you achieve the level of support those around us depend on despite our […]

read more
October 12, 2020

Top 10 Florida Medicaid Application Mistakes

When applying for Florida Medicaid to help pay for assisted living costs, submitting an accurate and truthful application is critical in determining eligibility. Below are the top ten mistakes that often lead to a denial of such benefits. #1 Out-dated or Inadequate Durable Powers of Attorney Documentation One of the top mistakes that many make […]

read more
October 9, 2020

A Simple Guide for Estate Administration in Florida

Knowing what the first steps to take with the remaining property and assets of a loved one after they die is not always straightforward in the state of Florida. If you are a designated personal representative of the decedent’s estate, there are several steps for you to legally navigate the administration of their assets and […]

read more
How to Prepare Your Heirs to Receive, Preserve, and Grow Their Inheritance
August 26, 2020

Estate Planning with Minor Children

If you have minor children, several concerns arise in addition to the usual Florida estate planning issues. In case of death before they reach 18 years of age, it’s important you make some critical decisions regarding guardianship and how your assets will be managed for them. Though it seems overwhelming to some people, the results […]

read more
July 29, 2020

Estate Planning at a Glance

Estate planning is a sensitive subject that is surprisingly avoided on a large scale by adults at every income level. There are many reasons for the lack of action to enter the world of estate planning, but the bottom line is that for whatever reason too many people have not decided to take control of […]

read more
July 14, 2020

Estate Planning During a Pandemic: The New Normal

The seriousness of the COVID-19 pandemic has forced Americans to confront many issues they had previously put off because the topics are uncomfortable. Mortality has become a central concern, so estate planning has become a priority for many individuals who currently have no plan in place and face the prospect of their estate going through […]

read more
June 19, 2020

Why Should I Bother Planning to Protect My Medicaid Assets Now?

Most people put off planning for the cost of a nursing home or assisted living, believing they’ll never require long-term care or that they won’t need it for many years to come. However, if the situation arises or happens earlier than you expect, the high cost of long-term care can become a huge burden for […]

read more
June 12, 2020

Do I Need to Update Beneficiary Designations?

You’ve successfully completed the important task of creating an estate plan. As part of your estate plan, you should have a valid Florida Will, perhaps a Revocable Living Trust as well as your incapacity documents (durable power of attorney, living will, designation of health care surrogate and HIPAA authorization).  As a final step, you should […]

read more
May 27, 2020

What is Florida Probate and Why Should I Avoid It?

People unfamiliar with estate planning or probate may think that the easiest way to settle their estate is to avoid making a will or to make a simple will while avoiding the seemingly more complicated issue of creating trusts. However, many people don’t realize the drawbacks of allowing their estate to go through probate and […]

read more
Different Types of Trusts
May 18, 2020

What You Need to Know About Florida Estate Planning

Though thinking worst-case scenarios and your own mortality aren’t particularly fun topics to think about, the global coronavirus pandemic is making it more important than ever. People who have put off estate planning or wanted to make changes to an existing plan but haven’t executed them need to consider how they want their assets, debts, […]

read more
#

Virtual Consultations Now Available

Enter your information below to get started

all fields are required*