Florida Elder Law & Estate Planning Blog


How can a Living Trust help?
How can a Living Trust help?
September 27, 2019

 Joseph S. Karp A Living Trust has multiple benefits for individuals and their families. One, it avoids Probate Court for the assets that are titled in it. Two, it retains privacy. And, three, many of our clients want to…

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What are the responsibilities of my Personal Representative?
What are the responsibilities of my Personal Representative?
September 27, 2019

Adele Small Harris A Personal Representative is commonly known as an executor in other states. That person is in charge and appointed by the court to handle all matters related to the estate. The Personal Representative must identify the assets,…

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Do I lose control over my assets that are titled in the name of my Living Trust?
Do I lose control over my assets that are titled in the name of my Living Trust?
September 27, 2019

Adele Small Harris Many times I get questions about whether you lose control of your assets in a Revocable Living Trust. The answer is no. Matter of fact, you have complete control over the assets in the Trust. You can…

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Can I disinherit an adult child?
Can I disinherit an adult child?
September 27, 2019

Jonathan D. Karp Unfortunately, some people come into our office with strained relationships with their children and want to know if they can disinherit them. The answer is yes. What you should do is, under your legal documents – your…

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Will Medicaid take my house if I receive Medicaid benefits for long-term nursing care?
Will Medicaid take my house if I receive Medicaid benefits for long-term nursing care?
September 26, 2019

Adele Small Harris Frequently I get the question, Is the state is going to take my home if I go on Medicaid benefits? The answer is no. Homestead property is protected under Florida law, even while you’re on Medicaid. Once…

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Condo Owners Get Increased Access To Reverse Mortgages
September 25, 2019

The Department of Housing and Urban Development (HUD) is making it easier for owners of condominium units to obtain FHA-backed reverse mortgages (Home Equity Conversion Mortgage, or HECM). A reverse mortgage allows a homeowner age 62 and over to borrow against…

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Blue Water Vets Still Waiting For Benefits
September 22, 2019

The Blue Water Navy Vietnam Veterans Act became law  on June 25, 2019, making Blue Water veterans eligible for disability benefits related to Agent Orange exposure. For decades, veterans who served off the coast of Vietnam argued that, like those who served…

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Poorly Drafted Last Will and Testament May Disinherit Longtime Companion
September 13, 2019

Here is another, and surely not the last example of the perils of an ambiguously worded last will and testament. This story was reported in the September 7, 2019 New York Daily News. New York City psychologist Jill Morris died in 2016 of…

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Medicare Offers New Plan Finder For Open Enrollment
September 8, 2019

The Medicare Open Enrollment Period begins October 15, 2019 and runs through December 7, 2019.  During this time, you may switch to a Medicare Advantage plan or from one Medicare Advantage plan to another; and from one Medicare Part D…

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Attorney Jonathan Karp At Alzheimer’s Leadership Council Event
Attorney Jonathan Karp At Alzheimer’s Leadership Council Event
August 21, 2019

Attorney Jonathan Karp is a member of the Leadership Council of the SE Chapter of the Alzheimer’s Association. He and other council members gathered at Grato’s restaurant in West Palm Beach on August 21, 2019, providing materials and information designed…

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