2017 Could Be Your Worst Year Ever!

  Authored by Walt Shurden Reviewed by Mary F. Trotter January is the benchmark month where we tally up how we did last year and tweak what we are doing to make the next year better.  This casual type of planning assumes we are on a steady trajectory. But what if 2017 brings bad health,… Read more »

Will You Fall Trap to Prince’s Estate Planning Errors?

Prince Rogers Nelson was so popular that he was known to the world simply as Prince. He sold over 100 million records worldwide, making him one of the best-selling recording artists in history. Prince unexpectedly passed at the young age of 57 and left behind a personal estate valued between roughly 250-350 million dollars. What… Read more »

Understanding What “Trusting Your Agent” Really Means

Lifetime legal planning is premised on identifying and empowering someone you can rely on to act on your behalf as needed in the future. This is necessary, even in a marital relationship, because your legal spouse does not have the actual legal authority to act on your behalf in all instances. If you are an… Read more »

Factors to Consider When Selecting Decision Makers

Clients often intuitively know who will and who will not be able to effectively serve as their agent in a trustworthy manner. When my clients know who they want to serve, we often do not discuss the factors we consider when the choice is not so obvious. Let me share a few with you. First,… Read more »

Stopping Exploitation of Vulnerable Adults

A groundbreaking new law took effect on October 1st, 2014, which makes prosecuting exploiters much easier, and holding them criminally and civilly accountable. This new legislation is the first in the United States to truly hold predators of our most vulnerable citizens accountable. Representative Kathleen Passidommo worked with members of the Elder Law Section of… Read more »


The Florida Department of Children & Families (DCF) has recognized an increase in the average private pay nursing home rate, and has increased the monthly transfer penalty divisor amount to $8,346.00, effective September 1, 2015. The transfer divisor amount is used to calculate a transfer of asset penalty period on applications for assistance under Florida… Read more »

New Guardianship Law went into effect on July 1, 2015

The new guardianship law went into effect on July 1, 2015. There are things we can all do now to protect our seniors and even help them to avoid guardianship: · Encourage the senior to create a Living Will or Health Care Surrogate, and a Durable Power of Attorney, helping make sure their medical and… Read more »