Recent Blog Posts
Choosing a Caregiver for Your Pets
We have written before about how our clients can provide for their pets through the creation of a pet trust. This trust works basically like any other trust. Our clients deposit money or assets into a trust and designate that they should be used for the benefit of their pets. A pet trust can… Read More »
Our Office Remains Open for Business During the COVID-19 Threat
During the COVID-19 threat, our office remains open for business; however, our clients, community friends, and staff are our primary concern. To ensure everyone is protected while obtaining necessary elder law and long-term care services, we are scheduling all consultations and meetings via telephone through April 13, 2020. If you have the ability, please… Read More »
Recently Moved to The Villages? Have an Attorney Review Your Estate Plan
Every year, thousands of people move to The Villages, and we don’t blame them. Our community has something for almost anyone, including an exciting social scene. If you have recently moved, welcome! However, as established elder law attorneys in the area, we also want to encourage recent arrivals to meet with an attorney to… Read More »
How to Pass Your Home On: Considerations for Women Homeowners
A recent story in the Orlando Weekly caught our eye. According to one study, when judging female home ownership, The Villages ranked as the #1 metropolitan area in the entire country. The study looked at the ratio of female home buyers to male home buyers and found that in 2018, 406 men purchased homes… Read More »
COVID-19 (aka Coronavirus) POLICY & GUIDELINES
Out of an abundance of precaution and as our Clients are our highest priority, our Firm is publishing the steps and procedures our Firm and staff are taking to limit exposure to COVID-19 (aka Coronavirus). We are requiring all clients to use hand sanitizer upon entering the building. Although we understand the significance of… Read More »
Legal Issues when Cosigning on Student Loans
The statistics are startling: those aged 60 or older carry a combined $60 billion in student loan debt, and the problem only seems to be getting worse. A report from AARP found that the percentage of seniors with student loan debt jumped by more than 20% in every single state from 2016 to 2017…. Read More »
Shopping for Assisted Living: the Basics
Assisted living is an attractive option for seniors who need some help with daily tasks but do not need to go into a nursing home. For over 10 years, these residencies have grown faster than any other part of the long-term care industry, as reported by MarketWatch. Seniors and their family members face challenges… Read More »
How the SECURE Act Could Affect You
President Trump’s SECURE Act went into effect on the first of this year. The act, which is an acronym for Setting Every Community Up for Retirement Enhancement, is expected to generate about $16.4 billion in revenue over the decade. In particular, it will generate government revenue by limiting the ability of people to receive… Read More »
New Guardianship Bill Could Protect Florida Seniors
Legal guardians play an important role in the life of our senior citizens. When a person can no longer take care of themselves or make legal decision, then another person can step in and fill that role. In many situations, guardianship involves a spouse or child taking over an elderly person’s affairs. However, anyone… Read More »
Should You Serve as a Personal Representative?
Almost every estate needs someone to collect estate assets and pay creditor claims. This person is the personal representative of the estate. In Florida, a person will name a personal representative in their will. However, the person named can still decline to serve, and everyone nominated should give careful consideration before agreeing to serve…. Read More »