Category archives: Trusts
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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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7 years ago
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Families of people with special needs often face unusually high travel expenses. Medical emergencies or other unforeseen circumstances may require travel to care for their loved ones at a moment’s notice. Or family members may simply need to travel in order to visit the person with special needs.
... [read more]
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7 years 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 just creating Wills and Trusts. Elder Law Atto... [read more]
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7 years ago
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We are often asked by clients if they need to establish a Qualified Income Trust to be eligible for Medicaid so they can cover the high costs of long-term nursing home care. Our answer is that if their gross monthly income exceeds the current limit of $2,205, a Qualified Income Trust (also called a ... [read more]
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7 years ago
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We are often asked by clients if they need a new Will when moving from another state. We briefly address this important concern in our video, Do I need a new asset protection plan, trust, or will if move to a new state?. Our longer answer is that a valid Will which was properly drafted, signed, and ... [read more]
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7 years ago
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Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. A trustee typically manages the day-to-day operations of the trust, often making distributions to the trust's beneficiary, investing the trust's assets, and... [read more]
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7 years ago
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We are often asked by clients if they need a will or a trust. Our answer is that decision depends on their individual and family situations and goals. One main advantage to a trust is that it helps avoid probate and the costs and public exposure that can come with that legal process.
Many clients... [read more]
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8 years ago
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We are regularly asked by clients what they can do to ensure that they are protected financially if, in the event of an accident, an unexpected illness, or a period of incapacity, they are unable to make financial and business decisions for themselves. We advise clients to have a trusted family mem... [read more]
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8 years ago
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One of the concerns often expressed to us by clients is how they or a loved one can qualify for Medicaid for long-term care when their gross income exceeds the monthly maximum limit of $2,205 in Florida. For these clients, a solution we provide is helping to set up a Qualified Income Trust in orde... [read more]
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8 years ago
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Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need. Crowdfunding cuts out the charitable middleman, allowing a person or organization in need to appeal directly to the general public via the Internet in the hope of raising m... [read more]
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8 years ago
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We're proud to feature our Database Manager and Paralegal, Donna L. Sayers' super cute dogs, Herman and Clifford as our Pets of the Month!
Herman is 8 years old and doesn’t know he’s a dog. His hobbies are chasing squirrels and lizards, having his ears scratched, going for rides, and waiting... [read more]
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