Category archives: Beneficiaries
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7 years ago
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Understanding what benefits might be available to your child or loved one with special needs can be confusing. Different benefits apply in different circumstances, and sometimes different benefit programs can work together to help meet the needs of an individual. Childhood disabled beneficiary bene... [read more]
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7 years ago
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Trustees of special needs trusts are increasingly relying on “administrator-managed prepaid debit cards,” such as True Link cards, when disbursing funds to beneficiaries. These cards offer trust beneficiaries greater independence and the ability to get what they need more quickly. But such cards e... [read more]
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7 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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7 years ago
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May is National Elder Law Month, as designated by the National Academy of Elder Law Attorneys. It is a way to acknowledge the profession that supports seniors and their families with all of their planning needs.
Elder law attorneys help seniors and their loved one’s plan for the possibility of n... [read more]
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7 years ago
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Probating a will in Florida is a complex but manageable formal process of distributing assets from a person who has passed away to that person’s loved ones and family. Unfortunately, creditors and the IRS may make claims during this public process in efforts to be paid, possibly reducing beneficiari... [read more]
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7 years ago
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When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term ... [read more]
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7 years ago
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While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means.
Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the... [read more]
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7 years ago
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Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. But later-in-life parents ... [read more]
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7 years ago
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A question we are asked regularly by new and potential clients is how they can prepare for a meeting with one of our Elder Law Attorneys. Our answer is: first, think about your goals, and identify what you'd like to accomplish; second, generate a list of any questions you'd like the attorney to answ... [read more]
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7 years ago
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We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available. Our answer is that as in addition to staying current with all relevant Florida Statutes that may affect our clients and their fam... [read more]
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7 years ago
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One question that we're often asked by clients who are parents of minor children is how they can make sure that their children are provided for in the event that they cannot do so. Our answer is that, in addition to having their own Advance Directive and Estate Planning tools in place, such as a Dur... [read more]
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7 years ago
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One question that we're often asked by clients is if they will be financially prepared for retirement. Our answer is that with proper Estate and financial planning, they can plan to meet the income necessary for the different phases of their lifetime while also considering their family's current and... [read more]
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