Many Florida families have a member who suffers from serious and permanent injuries or illnesses. These family members may be totally disabled and eligible for federal and state financial assistance, including Medicaid, Supplemental Security Income and Social Security...
Helping You Fulfill Your Family’s Plan For Life And Beyond
Estate Planning
Estate planning pitfalls to avoid
Everyone who plans their estate wants to set up a plan that meets their needs, is aligned with their desires for the future and adequately cares for their family members and loved ones. If you are worried about setting up an estate plan that is best for you and your...
Are you going to make these estate planning mistakes?
At first glance, estate planning may seem pretty simple. You simply draft up a document that specifies how you want your assets to be distributed, right? That’s true to a certain extent, but the process is much more nuanced than that, especially if you want your...
What are the obligations of a trustee?
Trusts are a useful estate planning tool for many Florida residents. Trusts require a trustee to manage the assets in a trust. Generally, the creator of the trust will serve as the trustee until they pass away or become incapacitated, at which point the assigned...
Study shows most Americans don’t have an estate plan
Far too many Floridians forego estate planning. In fact, a recent study showed that 67% of Americans don’t have an estate plan. This shortcoming flies in the face of the pandemic and an increased awareness of the need for adequate estate planning. Why people put of...
What property is subject to probate in Florida?
Probate is the process in which, upon your death, your assets will be passed on to your heirs either per the terms of your will or per state law. Some assets must be probated, and some assets can bypass the probate process. You can name who you want to inherit your...
Estate planning after an Alzheimer’s diagnosis
An Alzheimer’s diagnosis can be devastating. You might be worried about what you’re going to experience as you condition worsens, and you may be concerned about how your loved ones are going to be able to get by while still caring for you. First, we’re sorry to hear...
What is a living will and do you need one?
Most Fort Lauderdale area residents have heard of a will and many of us have had ours created. But a will is just a small portion of an estate plan. Estate planning encompasses many different matters and one item that you may not have is a living will. So, what is a...
Update your estate plan regularly
Making an estate plan should not be done once and stored away until death. Changes in your life and the law could make an unchanged plan ineffective. When to update Your estate planning documents should be reviewed for needed updates every three to five years. There...
What is the difference between elder law and estate planning?
You might have heard or read discussions on elder law planning and estate planning. While some law firms work with both legal areas, and there is some overlap between them, technically they are distinctly different and equally important. Elder law planning protects...
