Category Archives: Estate Planning
Is A Holographic Will Legally Enforceable In Florida?
Alex’s mom Estelle told him he had nothing to worry about after she passed away, and that her estate planning to do list was checked off. When she passed away, Alex only found a piece of paper entitled “will”, written in Estelle’s own handwriting. It was unsigned and not witnessed. What Alex is describing… Read More »
Tips For Discussing Estate And End Of Life Planning With Family
It is recommended to establish an estate plan while you are healthy and then review it every three to five years or as significant life changes take place to make sure that it is up to date. Having an estate plan that accurately reflects your wishes will allow your assets and wealth to be… Read More »
Top 5 Questions To Ask Your Medicaid Planning Representative
Life is unpredictable and anything can happen, including unexpected illness and death. As you get older, the prospects of developing a health ailment that greatly impacts your life become more of a reality than when you were younger. There is no way to know for sure what the future holds. This is why defending… Read More »
Protecting Vulnerable Villages Residents From The Omicron Variant
The Omicron variant has cast a dark shadow on the 2021 holiday season and is forecasted to continue to impact communities throughout the United States and abroad in 2022. While the World Health Organization is not quite sure of the severity of the variant, elderly people and people with comorbidities remain vulnerable and susceptible… Read More »
Social Media And Your Estate Plan
Social media. It is everywhere, and everyone seems to have a Facebook and Twitter account. Maybe you created a social media account, only to rarely use it. Perhaps social media is a great platform to communicate with children or grandchildren, or it used to store and share photos of loved ones. Whatever social media… Read More »
Florida Woman Sentenced To 145 Months In Prison For Elder Fraud Scam
A West Palm Beach woman was recently sentenced to 145 months in prison for an elder fraud scheme. The defendant, Edtronda Simon, and co-conspirators defrauded multiple seniors in South Florida of more than 1.4 million in funds. The defendants would cold-call vulnerable and unsuspecting seniors purporting to be a bank fraud investigator and claiming… Read More »
How Can You Protect An Elderly Loved One At Risk For A Fall Or Injury?
Talking with our elderly loved ones about needing more help at home is often challenging. It can be a difficult subject as our parents may be resisting the thought of needing assisted living or at home health care. They may feel that they risk losing independence as they age. Unfortunately, the risk of falls… Read More »
What Is A Florida Qualified Personal Residence Trust?
Magda and Russell own a large, expansive home near Lake Denham. They are starting to look into long-term planning and think it might be time to downsize and rent a smaller apartment with less to maintain, but they want the home to remain in the family. After all, so many wonderful memories were shared… Read More »
3 Reasons Why A DIY Florida Will Or Trust Is Not Advised
Alex did a quick Google search for free will templates online. He found so many templates he didn’t know which to choose from, and finally he picked one that appeared to be from a reputable website and he was able to download it to his desktop. It seemed pretty simple, but it was also… Read More »
What Are The Costs Associated With A Florida Probate Action?
Ideally, estate planning is tackled before a crisis occurs, and long before someone’s health prevents them from making informed decisions about their assets and liabilities. However, reality sets in, life is hectic, people get busy and put off applying for life insurance, drafting a will or preparing their estate to avoid probate. Some people… Read More »
