Follow our attorney blog to stay current on the estate planning issues you should be thinking about as you near retirement, face a medical crisis, or as a parent ages. Our attorney shares insights based on his many years of experience in estate planning and elder law in these posts.
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Free Tax Preparation Help is Available to Seniors Seniors and retirees should know that they may be able to use online tax preparation software free of charge. -
Differences between a Living Trust and an Irrevocable Trust Trusts can be useful tools to protect your assets, save on estate taxes, or set aside money for a family member. -
Understanding Revocable Trusts Revocable trusts are an effective way to avoid probate and provide for asset management in the event of incapacity. -
The Most Important Estate Planning Documents Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future. -
Five Estate Planning Myths There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. -
Understanding How Assets Are Distributed in a Will When creating an estate plan, the main decision is how your assets will be distributed after you pass away. -
Electronic Wills After several years of deliberation, Florida law authorizes electronic legal documents, including the creation and execution of electronic wills. -
What to Do If You Are Appointed Guardian of an Older Adult Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being. -
Funding a Special Needs Trust with Life Insurance Among the many challenges for families is making sure there will always be enough money to provide lifetime care for their special needs children. -
Medicaid's Asset Transfer Rules In order to be eligible for Medicaid, you cannot have recently transferred assets.