Recent Blog Posts
Transferring Title To Trust Property
Once a person decides to make a trust as part of his estate plan, he has to fund the trust by transferring title to property from himself to the trust. The transfer of title has different consequences for the person depending on the kind of trust that is formed, and in some cases the… Read More »
Leaving Gifts In Wills And Trusts With Conditions Attached
In setting up a trust or writing a will, a settlor or testator has the choice of deciding which people are named as beneficiaries. In some cases, the testator may decide to name beneficiaries to receive payments from a trust or assets under a will only if the beneficiaries meet certain conditions. While some… Read More »
How Creditors Can Affect Your Estate Plan
A concern that may arise in the course of estate planning is the question of what happens to the debts a person accumulated in his lifetime when he dies. Generally speaking, debts are not inherited by a person’s family members or heirs under a will. This does not mean that all debts get erased… Read More »
Estate Planning For A Blended Family
Estate planning when you have a blended family sometimes has to be handled carefully to ensure that everyone in the new family is well taken care of in the event of death. A parent may wonder if his or her children will be well cared for by the surviving spouse who also has his… Read More »
Making Changes To Your Will After You Get Married
People make wills at all stages of life, and sometimes they forget to update the wills to account for changes in their lives. For example, a person who makes a will and then later gets married may not remember to go back and change the will to account for the new spouse or any… Read More »
Financial Abuse Through A Power Of Attorney
Allowing another person to legally make decisions for you while you are incapacitated requires a great deal of trust. This is why when most seniors choose to give a person power of attorney over their financial affairs, it is someone they trust and know well. Unfortunately, there are a great number of seniors who… Read More »
Making Sure Your Will Meets The Requirements Of Florida Law
Wills can be prepared under many different circumstances. Some people write their wills in the presence of an attorney, others use online templates, while others chose to personally handwrite their wills hoping they will be legally sufficient when they die. Despite the many ways people use to prepare their wills, there are some wills… Read More »
Using Life Insurance For Estate Planning In Florida
Many people consider life insurance a good way to leave their children or spouse a nest egg when they pass away. In some cases, the life insurance is taken on as a means to ensure that a spouse will be able to pay off major bills and not be left bankrupt. Life insurance can… Read More »
The Child Caregiver Exception To Medicaid Transfer Rules
The cost of going to a nursing home can make it impossible for many elderly people to receive the professional care they need. If the nursing home care is deemed necessary, one way to pay for this care may be through Medicaid. However, because there is a financial test for eligibility, many people may… Read More »
Applying A Denial Of Aid And Attendance Benefits
Veterans who qualify for aid and attendance benefits and receive an initial letter denying their application are sometimes advised not to file an appeal as their first course of action following the denial. This advice is usually in contrast to the directions or instructions noted on the denial notice letter. In many cases, the… Read More »
