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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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Do you become frustrated and overwhelmed when managing medical bills and filing health insurance claims? Managing and filing insurance claims can be a complex, frustrating, stressful, confusing and time-consuming process, particularly for families who have children with special needs. But, given th... [read more]
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6 years ago
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If you own property -- whether houses, bank accounts, or vehicles -- in more than one state, do you need estate planning documents for each state? The answer is probably no, but you need to do some planning if you want to avoid going through probate in each of the states.
A lawyer can general... [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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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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6 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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6 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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6 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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