beneficiary

Couple Life Planning with a Lawyer

Guardianship vs. Conservatorship in Florida

With the ongoing battle of Britney Spears' Conservatorship in California flooding social media these days, we thought we would discuss the difference between Guardianships and...
Couple Life Planning with a Lawyer

Special Needs Trusts (SNT’s) vs. ABLE Accounts: Part 2

We understand that it can sometimes become extremely overwhelming when it comes to deciding whether a Special Needs Trust or an ABLE account is more...
Couple Life Planning with a Lawyer

ABLE Accounts: Part 1

What is an ABLE account? The Achieving a Better Life Experience (ABLE) Act was enacted on July 1, 2016. An ABLE account is a state-run...
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What does a Special Needs Trust cover?

The novel coronavirus (COVID-19) pandemic has changed life in America in unprecedented ways; and, at this point, it is not clear when-or if-things will completely...
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Breaking down Probate

Photo by Gus Moretta on Unsplash We often receive many questions on what probate is and why some estates have to go through it. Probate...
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Mistakes to Avoid When Applying for Medicaid

Medicaid serves as a financial lifeline for many aging Florida residents. While Medicaid has strict eligibility requirements, there are tools and strategies that can be...
Florida Home

Here’s Why Every Florida Real Estate Agent Needs to Know a Good Elder Law Attorney

As a real estate agent in Florida, there is a decent chance that you work with a number of aging clients. Of course, Florida is...
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Estate Planning Attorney vs. Elder Law Attorney: What’s the Difference?

When it comes to planning for the future, there are many different questions you need to answer. While many of these questions can be answered...
Vault

How to Store Your Life Plan

Having a comprehensive life plan serves several important purposes. From providing guidance for your medical care should you become incapacitated to directing the distribution of...
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Living Wills and the COVID-19 Pandemic: What Do You Need to Know?

The novel coronavirus (COVID-19) pandemic has caused unprecedented changes to our way of life, and it has caused many people to think carefully about their...
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How Do You Transfer Title to a Car After the Owner Passes Away in Florida?

Typically, the process of transferring title to a car involves the transferor and transferee (i.e. the seller and the buyer) signing the title and then...
Word Mistake on a Piece of Paper

4 Common Mistakes Women (and Men) Make When It Comes to Estate Planning

When it comes to life planning, which, again, is what we call estate planning, there are a number of common mistakes that women (and men)...