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…
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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…
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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….
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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…
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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…
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Are you thinking about leaving your home in a 55+ community to someone who may inherit it before he/she is 55? If so, you should know that although your heir can inherit a home in a 55+ community, whether he/she…
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A fiduciary is someone you put in a position of trust. In this post we focus on four types of fiduciaries that you name in your life plans and estate plan: Your agent under your durable power of attorney; your…
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Effective July 1, 2026, the Minimum Monthly Maintenance Needs Allowance (MMMNA) has increased. This is important information for a married couple if one spouse is in a nursing home and receiving Medicaid benefits, or plans to apply for benefits. The…
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For several years we have reported about developments in the Florida lawsuit against MV Realty. The company’s “Homeowner Benefit Program” was a scam that offered vulnerable seniors and others between $300 and $5000 in exchange for a 40-year lien on…
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We are delighted to announce that Thomson Reuters has again recognized Attorney Joseph Karp and Attorney Jonathan Karp as SuperLawyers. Joseph Karp has been recognized as a 2026 top-rated lawyer in the fields of elder law, and estate planning and…
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