Horacio Sosa | Davie Estate Planning Lawyer

What is a letter of intent or guidance?

May 24, 2023 | Special Needs Planning

Planning for the future is critical when you have a special needs child. You have to be sure that once you are no longer here there will be someone to take care of him or her. While you certainly should get all the legal matters, ...

Do you need a power of attorney if you have a living trust?

February 24, 2022 | Estate Planning

Even though a dementia diagnosis is likely to stop you in your tracks, you are not alone in the future you face. In fact, the Centers for Disease Control and Prevention estimates that roughly 6.8 million Americans are living with dementia. About 200,000 of these ...

How will my Medicaid plan protect my spouse?

February 24, 2022 | Mediciad

Medical care for an elderly individual can have major financial implications for both spouses in a marriage. While Medicaid exists to help pay for long-term care, you may wish to know if your Medicaid plan can support your partner back at home. Determining Medicaid eligibility ...

What is an advance directive?

January 24, 2022 | Estate Planning

When making an estate plan, you may initially focus on how you can set things up for the future after your death. Of course, this is a crucial matter to cover, and you want things to run smoothly in terms of transference of assets and ...

What is a Medicaid spend-down?

January 24, 2022 | Mediciad

As you likely already know, Medicaid is a federal and state program that helps people of limited means and income pay their health care costs, including nursing home costs. What you may not know, however, is that the Medicaid qualifications are very stringent. If you ...

Can your relative leave his or her nursing home for the holidays?

December 24, 2021 | Elder Law

The holiday season can be a complicated time when you have a family member in a nursing home. This time of year focuses on getting together with family, but there are some barriers you may come across. Medicaid disruptions are a primary concern when a ...

Why is it important to choose a good executor?

December 24, 2021 | Estate Planning

Having an estate plan can help you articulate your plans for the future. Within your strategy, you can provide your family with instructions for the distribution of your remaining assets after your death. Seeing that your plan functions as you intend will require the participation ...

What can a trust accomplish that a will cannot?

December 24, 2021 | Estate Planning

A will is an undeniably important part of a Florida estate plan, but there are limits to what you might be able to do through a traditional will. Certain estate planning tools, such as trusts, might enable you to do things a will does not, ...

What is undue influence?

November 24, 2021 | Elder Law

As loved ones age, it is important to ensure they get the attention and care they deserve, especially as they go through the process of managing, reviewing and updating their estate plan and all associated documents. Unfortunately, as a loved one ages, other people around ...

What mistakes make your estate plan messy?

November 24, 2021 | Estate Planning

Creating an estate plan is already a monstrous undertaking. It will cost time, money and effort, and you may often end up tripping over unfamiliar legal jargon among other issues. But you can still streamline the process as much as possible. One way to do ...

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