Florida Elder Law & Estate Planning Blog


guardianship
Florida Wants To Curb Predatory Guardianships
April 12, 2022

If the court decides you can’t make your own decisions due to incapacity, it will appoint a guardian for you. You then lose the right to make your own decisions.  Your guardian gets extensive authority over your life, from deciding…

more
retirement
Retirement Options Would Change Under Secure 2.0
April 3, 2022

Keep your eye on the on the Securing A Strong Retirement Act, aka Secure 2.0 (HR 2954). The bill passed the House on March 30 with overwhelming bipartisan support and now heads to the Senate. The bill attempts to make…

more
doctor at computer
Medicare Coverage For Virtual Visits Extended, At Least Temporarily
March 27, 2022

Will Medicare continue to cover the cost of virtual visits with your doctor? The answer is yes – at least temporarily. The Consolidated Appropriations Act, effective March 15, 2022, extends telehealth services for an additional 151 days following the end…

more
wendy williams
TV Talk Show Host Wendy Williams In Guardianship Battle With Wells Fargo
March 20, 2022

Being placed under court-ordered guardianship means that the court has found you incapable of managing your own affairs, and has appointed a guardian to make decisions for you.  The guardian may be someone who does not know you and who…

more
Attorney Joseph Karp Presents “What Every Floridian Must Know About Life Planning & Death Planning in 2022”
March 15, 2022

Elder Law and Estate Planning Attorney Joseph Karp was the featured speaker at the South Palm Beach Quest for Knowledge program on March 14, 2022.  The presentation addressed “What Floridians Need To Know About Life Planning and Death Planning in…

more
Dangers To Avoid When Signing a Nursing Home Admissions Agreement
March 10, 2022

Admitting a loved one into a nursing home can be an extraordinarily stressful experience, even when you know it is the best option for your loved one and for you. Yet it is precisely at this emotionally challenging time that…

more
ABLE Account Annual Contribution Limit Rises
February 26, 2022

Effective January 1, 2022, the maximum annual contribution to an ABLE account is $16,000 (up from $15,000). Florida was among the first states in the nation to establish ABLE saving accounts. ABLE is the acronym for “Achieving A Better Life…

more
estate tax
Estate Tax and Inheritance Tax: Know The Difference
February 16, 2022

“I figured out why Uncle Sam wears such a tall hat. It comes in handy when he passes it around.”  -Soupy Sales As Soupy’s quip suggests, there are taxes for just about everything – including death. Clients doing estate planning…

more
3 Items Your Florida Estate Plan Should Include If You And Your Partner Are Not Married
February 12, 2022

Florida law does not provide unmarried couples with the inheritance protections and automatic decision-making authority it provides to married couples. Even if you are in a longstanding, devoted relationship, from a legal perspective you and your companion might as well…

more
Medicare Beneficiaries Win Right To Appeal Hospital Observation Status
February 7, 2022

A decade-long class action lawsuit, Barrows v. Becerra, has finally ended, with the outcome a win for Medicare beneficiaries who find themselves hospitalized as “observation” patients. Observation status means you are not well enough to be discharged from the hospital…

more