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What is Better in Florida? A Will or a Trust?

One of the most common questions we receive is: “What is Better in Florida? A Will or a Trust?” Many clients that we work with think that if they live in Florida and have signed a Florida Last Will and Testament, they no longer have to worry about a probate in Florida. As Chris Rock […]

2024 Florida Medicaid Long-Term Care Eligibility for Seniors

The Following limitsA for Medicaid eligibility for Medicaid for Florida as of 1/1/2024 have been adjusted again. There were changed in the income criteria, maximum amount of assets, and maximum equity in your homestead property. Florida Medicaid Income Limits as of 1/1/2024. The Applicantas income limits have increasedA to $2,829/month if single and $2742 if […]

Florida Estate Planning and Elder Law – What is the difference?

Florida Estate planning and Florida elder law planning are two distinct areas of law that often overlap, as they both involve preparing for the future and ensuring the well-being of individuals and their families. However, they have different areas of focus. Florida Estate planning lawyers primarily deal with the management and distribution of an individual’s […]

Estate Planning for Families Facing Addiction

Addiction is a serious illness that effects millions of families. Over 7,000 people died from overdose in Florida in 2020, the second most of any state (Statistics from Riverside Recovery, Tampa). Aside from illicit drug use, addictions to gambling, alcohol, or prescription medications can be just as dangerous and no less destructive in the lives […]

Estate Planning in 2022

After a year of speculation, 2022 begins with no new federal estate and gift tax legislation. The significant changes to federal estate and gift tax laws were not implemented by new legislation. Those changes included a substantial reduction in the estate and gift tax exemption among altered tax treatment for grantor trusts and even a […]

Thought about gifting in 2021 and 2022

There are many reasons you might consider giving your adult children a portion of their inheritance now while youare alive and well. Maybe youave seen your nest egg grow thanks to a robust stock market, and you have more in savings than you thought you would at this stage of your life. Perhaps you and […]

The 99.5% Act a Time to Rethink Your Estate Plan?

While many do not think all of the “For the 99.5% Act introduced by Bernie Sanders plan on March 25, 2021 will become law, there is certainly concern over the gifting and estate tax portions which would seem to affect more than just the upper 1/2 percent of the US population. This is the first […]

How to Select a Senior Living Arrangement for Your Elderly Loved One

How to Select a Senior Living Arrangement for Your Elderly Loved One Moving an older loved one into a new living arrangement is an emotional process. However, feelings aside, there are many practical steps we must take before a decision is made. From how to pay for custodial services to the kinds of help they […]

Surge on wills: Fearing death by COVID-19, people ask lawyers to write their last wishes

The Miami Herold is reporting the there is a surge in people asking for wills to be written. The article states: Lawyers are being bombarded with requests to write wills, update estate plans and prepare health surrogate or apull the pluga documents as people are confronted by the realization that they could be diagnosed with […]

Have You Lost Your Job because of the Coronavirus?

Have you lost your job because of the Coronavirus? As an essential business, we are open and available to meet by phoneA by calling (904) 990-8000 or video conference We have a Certified Online Notary on staff. Continue reading

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