Florida Elder Law & Estate Planning Blog


Bob Barker’s Estate Plan Helps Animals
September 20, 2024

Longtime host of The Price Is Right, the late Bob Barker was a television fixture for decades. But did you know he was also a renowned and generous supporter of animal welfare charities? As we approach World Animal Day, October…

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I Love You Will Has Shortcomings
September 13, 2024

Married couples who consult with us frequently tell us they want an “I Love You” Will.  This is a will in which each spouse leaves everything to the other; then, when the surviving spouse dies, the remainder goes to the…

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Even Non-Taxable Gifts Count Against Medicaid Eligibility
September 9, 2024

“Mrs. Smith” recently came to us to inquire about obtaining Medicaid nursing home benefits for her husband. He had suffered a stroke three years prior. She was a devoted caregiver, but now her own health was rapidly deteriorating. She did…

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End of Life Decisions: Can Artificial Intelligence Help?
August 25, 2024

Artificial intelligence – computers simulating human thought and decision-making – is now part of our daily lives. It is integrated into our home appliances, our cars, online shopping, facial recognition, and much more. But artificial intelligence being used to make…

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Attorney Jonathan Karp Included in Palm Beach Illustrated Top Lawyers List
August 20, 2024

Congratulations to Attorney Jonathan Karp, named a Top Lawyer in Palm Beach County in the September issue of Palm Beach Illustrated. The selection was based on reviews from licensed attorneys in Palm Beach, Martin, St. Lucie, Broward, and Miami-Dade counties….

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Changes Coming To Medicare Part D in 2025
August 14, 2024

Medicare Part D plans are stand-along prescription drug plans available to those with original Medicare. Part D coverage is sold by private companies. Several big changes are coming to Part D in 2025 as a result of the Inflation Reduction…

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death beneficiaries
Keep Asset Beneficiaries Up To Date
August 7, 2024

Who is the death beneficiary of your assets? Many of us forget to keep track of our beneficiary designations as the years go by and life gets busy. But that is a big mistake: keeping beneficiary designations current is an…

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Inherited An IRA ? News You Need Now
July 28, 2024

As we previously reported, the SECURE ACT of 2019 eliminated the ability of non-spouse beneficiaries to “stretch out” an inherited IRA over their own lifetimes, requiring the account to be depleted within ten years. However, exactly how RMD’s must be…

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Two Medicaid Numbers Change July 1, 2024
July 27, 2024

Florida residents who apply for Medicaid nursing home benefits should be aware that the eligibility requirements change frequently. Two key numbers have changed effective July 1, 2024: Minimum Monthly Maintenance Needs Allowance (MMMNA) This rule change applies to married couples…

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Newest Alzheimer’s Drug Approved by FDA
July 18, 2024

Our elder law attorneys help families deal with the legal and financial impact of Alzheimer’s Disease. Over six million Americans now cope with Alzheimer’s, and the numbers are predicted to rise. There is still no cure, but research continues apace,…

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