Florida Elder Law & Estate Planning Blog


disinherit child in Florida
Disinheriting Your Estranged Adult Child: Factors to Consider
May 13, 2021

Parents with estranged adult children: An unfortunate situation that our attorneys see increasingly often these days. Sometimes parents and their adult child have not spoken in years. Sometimes the child will stay in touch with siblings or other family members;…

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Jonathan D. Karp
Attorney Jonathan Karp Joins Alzheimer’s Walk Executive Leadership Team
April 22, 2021

Attorney Jonathan D. Karp has joined the Executive Leadership Team for the 2021 Palm Beach Walk to End Alzheimer’s. As Community Engagement Chairperson, Mr. Karp is responsible for engaging sponsors and recruiting teams for the event, scheduled for Saturday, October…

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homeowners
Check Homeowner’s Insurance Policy After Putting Your House In Trust
April 21, 2021

If you are a Florida resident, having a living trust as the cornerstone of your estate plan can offer many benefits. Among them are probate avoidance, privacy, possible tax advantages, and the ability to set conditions on your heirs’ inheritances….

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IRA
Non-Spouses Who Inherit IRAs Could Be Required To Take RMD’s
April 17, 2021

From the law is a moving target department: The SECURE Act (Setting Every Community Up For Retirement Enhancement) became law on January 1, 2020 and made several changes to the rules for retirement accounts. One provision is that non-spouse beneficiaries…

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Despite Covid, 2/3 of Americans Still Lack A Basic Estate Plan
April 16, 2021

Covid has been a reality check for many of us: A brutal demonstration that life can turn upside down in an instant, and that no one is invincible. But if you think that knowledge would spur most people who do not…

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stimulus check
Steps To Prevent Stimulus Money From Jeopardizing Your Medicaid Benefits
April 2, 2021

If you or a loved one are disabled and receiving federal benefits such as Medicaid , take care when you receive your federal stimulus check. If not properly handled, the funds could put you over the asset cap and jeopardize…

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advancehealthdirectives
Your Three Important Health Planning Documents
March 31, 2021

We take for granted that we have the right to make decisions about our own health care. You cannot be forced to accept or reject medical treatments. But what happens if you cannot communicate your wishes because you are incapacitated?…

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fdic
FDIC Insurance Limits On Bank Accounts Titled In The Name Of Your Living Trust
March 21, 2021

The Federal Deposit Insurance Corporation (FDIC) insures bank accounts at participating banks in the event of bank failure. Currently, the FDIC insures up to $250,000 per depositor, per financial institution. But what if you have a bank account that is…

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payable on death account
Payable On Death Accounts: Important Issues To Consider
March 15, 2021

Wouldn’t it be nice to know that your loved ones will get their inheritance from you without the hassles and delay of Florida probate? Most people would – and that’s why probate avoidance is a key element of so many…

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power of attorney
Your Power of Attorney Is Not Enough for Medicare, Social Security
February 28, 2021

You may be surprised to learn that Medicare and Social Security will not automatically honor your Durable Power of Attorney or Health Care Surrogate. These are powerful legal documents that everyone should have in their planning toolkit, but when it…

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