Category archives: Trusts
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8 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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8 years ago
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We are often asked by caregivers how they can manage their duties of helping the seniors in their lives and be prepared to meet the needs for their futures too. Our answer is that depending on their situation, we can help them better manage their vital caregiving roles and protect themselves with ap... [read more]
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8 years ago
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Valentine’s Day is the perfect time to express gratitude for your family and friends. Our office wishes you and your loved ones all the best today, and throughout this beautiful early spring in North Florida!
We are grateful to be a part of your community and to have to the opportunity to help fa... [read more]
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8 years ago
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One question that we're often asked by clients is how they protect their family's privacy and avoid probate.
With offices in Orange Park, Jacksonville, and St. Augustine, our Elder Law Attorneys help clients in North Florida avoid probate through numerous Estate Planning strategies that include t... [read more]
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8 years ago
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One question that we're often asked by clients is if they will be financially able to cover the expenses related to long term care, if needed. Our answer is that with proper Estate Planning they can be prepared to meet the needs that may arise for either at home or nursing home care.
Our compassion... [read more]
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8 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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8 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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8 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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8 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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8 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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8 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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8 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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