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Non-Attorney Medicaid Planning
Mon, Feb 15, 2016
The Florida Bar published an article, "Unregulated Medicaid advisers giving bad advice, Florida Bar told," describing the ways in which individuals engaging in the unauthorized practice of law take advantage of people seeking Medicaid planning. As a ... Read More
What is a Lady Bird Deed
Mon, Feb 15, 2016
A lady bird deed ("LBD") is a type of deed sometimes used to transfer a home to beneficiaries, to be effective upon death of the original owner. It is also called an Enhanced Life Estate Deed because it is a unique type of life estate deed. Read More
Helpful Information After the Death of an Individual
Mon, Feb 15, 2016
People often find themselves overwhelmed by the tasks they have to complete when a loved one passes away. Read More
Smart Phone Health Applications
Mon, Feb 15, 2016
With all of the new technology these days, Apple just released a new application with their recent software update, iOS8, entitled Medical ID (although other smart phones have similar applications as well). This new application could be a lifesaver f... Read More
Protective Trusts
Mon, Feb 15, 2016
An estate planning client says, “I want to leave everything to my daughter when I die, no strings attached. Oh, and if she dies, gets divorced or gets sued, I want it protected.” The client does not realize the request is contradictory. Read More
Undue Influence in Will Contest
Mon, Feb 15, 2016
Sometimes individuals find themselves in situations where they are taken advantage of, and, unfortunately this is prominently seen in the sick and elderly. Many have heard stories of family members or friends being scammed for money. In the most extr... Read More
Condominium and Homeowner’s Association
Mon, Feb 15, 2016
Many people opt to live in a condominium or community that has a homeowners association in order to reduce maintenance and yard work, or to take advantage of other benefits of such communities. Yet, with the benefits may come some challenges as well. Read More
Planning for Incapacity
Mon, Feb 15, 2016
If an adult is temporarily or permanently unable to communicate the person’s own wishes, and has not properly designated a person to act for the person, a number of problems can arise. Court action, including guardianship, may be required to appoint ... Read More
You Don't Need to Buy a Copy of Your Deed
Mon, Feb 15, 2016
I wrote an article on this same topic some time ago, but a client has received new, slightly different letters recently, so I am writing it again. Some of the names and descriptions have changed, but the concept is the same. Read More
What Is A Trust Protector?
Mon, Feb 15, 2016
In recent times, trusts often include a designation of a person called a “trust protector” or similar description. The trust protector does not have the duties of the trustee. The trust protector is able to step in when an unanticipated issue arises,... Read More
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