Florida Elder Law & Estate Planning Blog


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Mail-In Ballot Request Deadline for Florida Primary
June 19, 2026

In 2026, Floridians will vote on a variety of issues and candidates. The primary election is Tuesday, August 18. (The general election is Tuesday, November 3.) Here are two important points to keep in mind if you wish to vote…

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Married Couples: Don’t Make This Mistake With Your Life Insurance Policy
June 16, 2026

Life insurance is an important part of many people’s planning. If you are a  married couple and your goal is to keep your estate out of probate, policy ownership is critically important. Overlooking this point can make probate unavoidable and…

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Humans Should Rely On Humans, Not AI, For Legal Planning
June 12, 2026

Artificial intelligence is rapidly embedding itself into every aspect of our lives. ChatGPT, Gemini, Claude and other AI services churn out data and perform many tasks in a fraction of the time it takes a human. That said, there are…

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New Home Equity Limit May Impact Eligibility for Medicaid Benefits
June 3, 2026

Seniors should be aware of a new federal law that may impact their future eligibility for Florida Medicaid nursing home benefits. The law becomes effective in 2028, but there are steps you can take right now that can help protect…

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There Are No “Minor” Details In Your Estate Plan
May 26, 2026

In estate planning, there is no such thing as a “minor” detail. Anything botched or ambiguous can result in a legal mess and lost money for your family. Your will or trust is the core of your estate plan, but…

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More Estates Eligible for Streamlined Probate Process Starting July 2026
May 21, 2026

The time following the death of a loved one is always challenging, and not just emotionally: The legal and financial tasks required to settle your loved one’s affairs can impose additional stresses.  Now, Florida has passed a law that may…

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Understand the Types of Senior Living Communities
May 16, 2026

Most people want to live out their days in their own homes. However, for solo agers who have no one at home to assist, particularly if there are mobility issues, living at home may not be ideal. Isolation can create…

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Beware Fake Texts From “Government Agencies”
May 13, 2026

The Federal Trade Commission just released its latest report on scams.  In 2025, losses due to scams cost Americans $3.5 billion, a 20% increase over the prior year. The fastest-growing type of scam were emails and texts that are designed…

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Attorney Jonathan Karp Runs Big Sur Marathon!
May 5, 2026

Congratulations to Attorney Jonathan Karp who ran and completed the Big Sur International Marathon on Sunday, April 26, 2026. The 26.2 mile race along California’s Highway One has challenging hills and gorgeous scenery.              

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remarried couple
Remarried? Interspousal IRA/401K Protects Children From Prior Marriage
April 23, 2026

Do you have an Individual Retirement Account (IRA) or a 401k? If you are remarrying or have already remarried and if you have grown children from a prior marriage, chances are you want the account – or a good portion…

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