Recent Blog Posts
How Does Florida Tax Large Estates?
If you are planning for the future and how you want your estate and wealth to be distributed to your heirs you likely want to give them the most possible once you pass on. However, if you have a large estate, you have to be concerned about how taxation can impact what is taken… Read More »
The Most Important Documents To Include In Your Estate Plan
There is a lot to think about when you are estate planning. While your estate plan can help you avoid taxation and structure a process where the specific beneficiaries you choose will get the assets you want them to receive, it is also meant to outline what happens should you become disabled before your… Read More »
Who Should You Give HIPAA Authorization When Estate Planning?
On April 14, 2003, the Health Insurance Portability and Accountability Act (HIPAA) took effect. This legislation governs rules for sharing and allowing access to individuals’ protected health information. Healthcare providers, clearinghouses, insurance plans, and many other entities are now bound to HIPAA rules. Violation of HIPPA rules by those that are under its governance… Read More »
Does The State Pre-Write Wills For Residents?
The term estate planning may sound like a process and action that only the well-off and wealthy need to worry about. This could not be farther from the truth. No matter what age you are and no matter how robust or modest your wealth is, you may have preferences for who you want your… Read More »
Is The Florida Probate Process Expensive?
Estate planning is a critical action that everyone should do and age is not a limiting factor to this. Meaning many people believe that estate planning is only for the elderly or other mature adults, who have amassed some amount of wealth over their lifetime. But, this is not always the case. At any… Read More »
Can Your Pet Inherit Your Florida Estate After Death?
It may seem like a weird or unusual question, that of a pet being an actual beneficiary of one’s estate. But, in Florida, it is possible. If you would like your pet taken care of after your death, you may be able to leave money for your pet so they are not left behind… Read More »
How Can Spousal Refusal Affect Medicaid Eligibility In Florida?
Due to the cost of nursing homes and other long-term care facilities, qualifying for Medicaid to help with those expenses is often something that people will think about as they age. But if one spouse has a significant need for long-term care and the other does not, but together, the wealth of the couple… Read More »
Will Florida Medicaid Recipients Lose Their Homes After Death?
The state of Florida, like all other states in the union, offers Medicaid to qualified residents. Individuals with little wealth and assets may be eligible to receive Medicaid, a government-sponsored healthcare coverage program. According to the Centers for Medicare & Medicaid Services, there are over 70 million Americans that were receiving Medicaid coverage in… Read More »
Can Aid And Attendance Pay To Help Veterans Stay In Their Own Homes?
For those veterans that qualify for Aid and Attendance pension pay, when it comes the time that it is necessary for additional care, thinking of the costly expenses can be overwhelming. Also, the thought of having to leave one’s home for a nursing home or other long-term care facility can be another source of… Read More »
How Can Blended Families Manage Their Estate?
In the United States, when speaking about a family unit, that typically means a home with 3.15 people. According to the United States Census Bureau when there are at least two people living in a home that are related by marriage, adoption, or birth, this is a living situation that is considered a family…. Read More »
