Category archives: Trusts
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4 days ago
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One question we're often asked by clients who are adult children of aging parents is how they can best help their parents as they are managing the responsibilities of their own lives.
Our answer is that we work with adult children on a regular basis to help them and their aging parents create Est... [read more]
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6 days ago
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After a Medicaid recipient dies, the state must attempt to recoup from his or her estate whatever benefits it paid for the recipient's care. This is called "estate recovery." For most Medicaid recipients, their house is the only asset available, but there are steps you can take to protect your home.... [read more]
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1 week ago
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We've been talking a lot in our office recently about the tremendous growth in the communities we serve in Orange Park, Jacksonville, Julington Creek, and St. Augustine, and one thing we all agree on is how we enjoy taking the time to get to know the people, places, and history in the local communit... [read more]
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2 weeks ago
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It is a very good idea to create advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions. In doing so, there can be confusion about the difference between a living will and a "do-not-resuscitate" order (DNR). While both these document... [read more]
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2 weeks ago
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We're often asked by clients how they can protect themselves, or their aging loved ones, from potential abuse or exploitation as they continue to age and become more vulnerable.
Our answer is that it is important to work with an Elder Law Attorney to make sure that essential Estate Planning docum... [read more]
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3 weeks ago
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One question we are often asked by clients is how specific they should be regarding their wishes about medical care, including tests, medications, surgical procedures, and heroic measures during a serious illness or crisis situation, in their Estate Planning documents. Our answer is that you are wis... [read more]
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1 month ago
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We're 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 of a trust. There are numerous details to follow carefully and speci... [read more]
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2 months ago
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We're often asked what Estate Planning services we offer. Our answer is that, as Elder Law Attorneys, we take a holistic approach as we evaluate each client's unique situation to create comprehensive and customized Estate Plans for them. These Estate Plans include Lifetime Living Documents to protec... [read more]
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3 months ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that a Revocable Living Trust is an excellent way to manage property and other assets during their lifetime and also serves to transfer assets to your loved ones after death (without costly and... [read more]
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3 months ago
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We're often asked what it is that we actually do as Elder Law Attorneys. Our simple answer is that we help clients of all ages, including people with disabilities, be prepared to manage a health crisis or emergency, prepare for their (and their families' and loved ones) futures, and be ready to ... [read more]
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4 months ago
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We're often asked what it means to be an Elder Law Attorney, and if it is the same as being an Estate Planning Attorney. Our answer is that while Estate Planning is an important aspect of Elder Law, an Elder Law Attorney is concerned with much more than only creating Wills and Trusts. As Elder Law A... [read more]
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4 months ago
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One question that we're often asked by clients is how they can protect their family's privacy and avoid a costly probate process.
Our answer is that summary and formal probate administration can be a long and expensive court process, and we can use a number of Estate Planning tools to avoid proba... [read more]
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