Reviewed by Mike Jorgensen, Esq. As a Florida senior, what are your goals for yourself and your loved ones? Many of the more experienced citizens share with our elder law attorneys that they have two goals. First, they want to make sure they protect themselves in the event of sudden incapacity. Second, they want to… Read more »
Reviewed by Mike Jorgensen, Esq. There are less than two weeks left before the April 15th tax filing deadline. While you are no doubt busy compiling the information and documents you need to file, as a senior, are you aware that taxes and estate planning often tie into one another? Many seniors may already have… Read more »
Written by Erica R. Berger-Hausthor, Esq. Reviewed by Matt Rheingans, Esq. A what kind of deed? A subtrust for whom? A specific devise of what now? Are you confused by what your lawyer is saying?As lawyers, sometimes we forget that we are trained to read and speak a different language. By the end of an… Read more »
Written by Mike Jorgenson Reviewed by John Clardy I was recently targeted by a scam that could not only have caused our firm significant financial losses, but personal ethical and professional issues for myself as well. Many of you may be aware of this scam, but it is worth mentioning again because it is still… Read more »
Written by David Jacoby Reviewed by Debra Simms Many of my clients have already executed a Durable Power of Attorney. However, it is important to note that all Powers of Attorney are not created equal. The laws regarding Powers of Attorney are not stagnant. The last change in the Durable Power of Attorney Statute in… Read more »
Written by David Jacoby, Esq. Reviewed by Mary Trotter, Esq. Recently, I had the opportunity to deal with the State of New Jersey Medicaid System. I quickly determined that although the Medicaid System for Long-Term Care in Florida has its difficulties and the Long-Term Care Planning techniques are ever dwindling in Florida, Florida still has… Read more »
Written by Erica R. Berger-Hausthor, Esq. Reviewed by Carolyn Landon, Esq. Moving to a new state is a lot of work. Selling your home, packing, finding a new home, hiring a moving company, getting cars to a new state, finding new schools, new friends, a job. Moving is stressful and by the time you get… Read more »
Written by Shannon Miller, Esq. Reviewed by Kellen Bryant, Esq. Estate planning and advance directives can be difficult topics for our aging parents. Eileen’s story will outline how to get the conversation started. Eileen contacted me to discuss concerns about her aging parent’s estate plan. She had no idea what her parent’s assets were, how… Read more »
Written by Linda Chamberlain, Esq. Reviewed by Walt Shurden, Esq. It’s a very exciting time in the graduates’ life with new experiences coming their way. The one gift every graduate should receive is a consultation with an attorney for estate planning. Your first reaction is probably thinking I’m nuts for recommending estate planning because the… Read more »
