Florida Elder Law & Estate Planning Blog


lawsuit
Professor’s Nephews Claim They Are Beneficiaries Of Retirement Account
October 19, 2026

Periodically reviewing your beneficiary designations is essential. Outdated or ambiguous designations can delay the closing of your estate, ignite lawsuits, and create friction and even permanent rifts among your family members. Ultimately, botched beneficiary designations can put your money in…

more
Social Security Announces 2027 Cost of Living Adjustment
October 15, 2026

On October 14 the Social Security Administration announced that the Cost of Living Adjustment for 2027 will be 3.6%. Tied to surging inflation as measured by the Consumer Price Index, the 2027 COLA exceeds prior predictions. It is the largest…

more
Jonathan D. Karp, Attorney At Law
Attorney Jonathan Karp Earns Two Honors for Professionalism
September 23, 2026

We are delighted to announce that Attorney Jonathan D. Karp recently received two new honors recognizing his professional expertise. He has been selected for inclusion in the 2027 edition of list of Best Lawyers: Ones to Watch® in America. Inclusion…

more
scam alert
Scam Victims Tell Their Stories So We Can Learn From Them
September 20, 2026

Scams have always been part of the American landscape. But today, they are pervasive and require constant vigilance. Florida residents have particular reason to be wary: 2024 data from the Federal Trade Commission showed the Sunshine State led the nation…

more
man looking over insurance policy
Keeping Track Of Beneficiaries When Life Changes: A Cautionary Tale
September 17, 2026

Periodically reviewing beneficiary designations for all your assets is critically important. It is a particularly urgent task when your family situation changes as a result of marriage, divorce, remarriage, death, or the birth of a child. Not only must you…

more
woman looking at pourover will
Your Living Trust Needs This Safety Net
September 8, 2026

One major benefit of a living trust is probate avoidance. If titled in the name of your living trust, assets you own that do not have a co-owner or named death beneficiary can be managed and distributed by your trustee…

more
medicare
Read Your Medicare Annual Notice of Coverage
August 23, 2026

Your Medicare Annual Notice of Coverage should arrive in your mailbox by the end of September. The letter will detail any changes in your existing plan for next year. It is important to read the information carefully so you can…

more
handcuffs
Nick Reiner’s Trust Fund Access in Legal Limbo
August 18, 2026

The world was shocked when film director Rob Reiner and his wife Michelle were found stabbed to death in their Los Angeles home in December 2025. Horrifying too was learning that their son Nick was arrested for the gruesome act….

more
signing will
If A Person with Alzheimer’s Signs a Will, Is It Valid?
August 15, 2026

Florida statute 732.501 states that a person must be 18 or older and of “sound mind” to make a last will and testament. The age requirement is clear-cut. “Sound mind,” on the other hand, is a fuzzier concept. Most people…

more
wedding
Five Planning Issues For Spouses With A Large Age Gap
August 9, 2026

There are numerous high-profile examples of couples with a large age gap between spouses. Examples of so-called “May-December” marriages include Michael Douglas and Catherine Zeta-Jones, 25 years apart, and George and Amal Clooney, 17 years apart. And then there’s that…

more