Florida Elder Law & Estate Planning Blog


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 plan next year. It is important to read the information carefully so you can make wise…

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

The world was shocked by the murder of film director Rob Reiner and his wife Michelle, found stabbed to death in their Los Angeles home in December 2025. More horrifying still was learning that their son Nick was arrested for…

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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 reequires no explanation.  “Sound mind,” on the other hand, is a fuzzier concept. Most…

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

There are numerous high-profile examples of spouses with a large age gap between them. 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 you may remember…

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HOME
Will Age Restrictions Prevent Your Heir From Occupying the Home You Leave Him?
July 22, 2026

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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Florida Rules And Other Factors To Consider When Choosing Fiduciaries For Your Estate Plan
July 16, 2026

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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Nursing Home Resident’s Spouse Entitled to Bigger MMMNA Effective July 1
July 9, 2026

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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judge and gavel
Florida Homeowners Who Paid MV Realty Penalty May Now Apply For Restitution
July 8, 2026

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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Joseph Karp, Jonathan Karp
Joseph Karp, Jonathan Karp Named 2026 SuperLawyers
June 25, 2026

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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Hands tied up
Putting Strings on Your Loved Ones’ Inheritances: Positives and Negatives
June 20, 2026

Are you thinking about attaching “strings” to a beneficiary’s inheritance? If so, consider putting a conditional bequest into your trust. A conditional bequest requires your beneficiary to achieve certain goals or behave in a certain way in order to receive…

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