Recent Blog Posts
Estate Planning For New Parents And Grandparents
Your family is growing by one and you are finally bringing your bundle of joy home. You already had to add your new baby to your health insurance plan, apply for their social security card and obtain a birth certificate. You also had to find a good pediatrician and navigate medical bills and unexpected… Read More »
Signs Of Elder Abuse To Remember
Last year, at the height of the COVID-19 pandemic, nursing homes and assisted living centers were at the epicenter of death and illness. Only recently are nursing homes open to the public and to visits from loved ones. Many nursing home staff members were required to stay on campus to limit exposure to the… Read More »
Can You Include An IRA (Individual Retirement Account) In Your Estate?
You worked hard all your life at the same job, and continuously made contributions to an IRA to secure your retirement. The IRA has grown exponentially because it is a tax-deferred account and the owner does not have to take distributions until they are at least 70. Now there is more than enough in… Read More »
American Rescue Plan Expands Medicaid Home And Community-Based Waivers For Seniors
Many Americans know that the recently passed American Rescue Plan extended unemployment benefits due to the Covid -19 pandemic and provided fourteen hundred dollar stimulus payments to Americans and their dependents who make less than $75,000 AGI per year if single or $150,000 if filing jointly. In addition to stimulus payments, the American Rescue… Read More »
Estate Planning, Healthcare Proxies, & HIPAA: Understanding Your Privacy Rights
The American Rescue Plan Act recently passed, and it expands eligibility for many citizens to obtain tax credit premiums for the cost of health insurance. It also expands funding for the Older Americans Act (OAA) in addition to Medicaid Home Health Services. But many consumers have questions about privacy rights and healthcare organizations, given… Read More »
Grounds For Contesting A Decedent’s Will In Florida
You were made the executor of your mother’s estate. You are one of seven children, but maintained a close relationship with your mother throughout her life and cared for as aged. Now that she has passed your attorney has notified you of your duties as executor and read the will to you and your… Read More »
Appealing a Probate Order in Florida
You’ve just learned that the probate court has ruled on your father’s estate. There was no will, but you presented evidence to demonstrate your father’s intentions and wishes to leave a majority of his assets to you. Despite your best efforts, the court has ruled that you are to receive far less than what… Read More »
Understanding the Differences Between Guardianship & Conservatorship
The pop star Britney Spears has surfaced in popular news lately because she is contesting her conservatorship. Many people have questions about what a conservatorship is and when it is invoked, especially with young adults. However, California conservatorships differ widely from conservatorships in Florida. In addition, although you may hear the terms used interchangeably,… Read More »
Closing the Insolvent Estate in Florida
When people think of a person’s estate, they usually reference the home, personal property, furniture, vehicles, jewelry and other assets. The estate might also possess stocks and bonds, intellectual property, and other funds. But what happens when a decedent passes away owing more than they possess? What if a decedent has nothing to pass… Read More »
What is a Lifetime Bypass Trust?
You worked diligently to save a nest egg for retirement and set aside assets for your children and grandchildren. You have a will and an advance directive drafted. You are finished with estate planning days are over, right? Actually, if you own substantial assets you intend for beneficiaries to inherit, it might be wise… Read More »
