Category archives: Estate Plans
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6 years ago
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The federal government has begun mailing new Medicare cards to 59 million Americans. You should keep track of when your new card will arrive and contact Medicare if you don't receive it.
To prevent fraud and fight identity theft, the federal government is issuing new cards to all Medicare ben... [read more]
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6 years ago
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One question we're often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trus... [read more]
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6 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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6 years ago
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A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditional Medicare. The study raises questions about whether Medicare Advantage plans are influencing beneficiaries' decision making when it comes to c... [read more]
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6 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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6 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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6 years ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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6 years ago
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We're often asked what it is exactly that we do as Elder Law Attorneys. Our answer is that we help clients of all ages, including people with disabilities, be prepared for a crisis or health emergency; prepare for their futures and the realities of aging; and to plan for their family and loved ones'... [read more]
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6 years ago
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We are often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration.
Numerous detailed and precise steps are legally required by Flo... [read more]
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6 years ago
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We're often asked by clients if they can make sure that they are not kept alive by artificial means if they are in a terminal situation due to an accident or illness. Our answer is that a Living Will is an important part of their Estate Plan because it clearly states what their wishes are regarding ... [read more]
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6 years ago
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We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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6 years ago
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We're often asked by clients how they can make sure that their personal care and financial decisions are made the way they want them to be be managed if they are not able to make them for themselves due to incapacity or illness. Our answer is that in addition to designating a Health Care Surrogate a... [read more]
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