Florida Elder Law & Estate Planning Blog


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Veterans Choice Program
Veterans Benefits for Aid & Attendance: Laws Change October 18, 2018
October 18, 2018

After several years of review, the Veterans Administration has finally introduced a look-back period for asset transfers, effective October 18, 2018. Any asset transfers made before October 18 are NOT included in the look-back period. Aid & Attendance benefits, formally…

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Tim Conway
With Comedian Tim Conway Incapacitated, A Familiar Family Drama Unfolds – Make Sure It Doesn’t Happen to You
October 7, 2018

On November 2 a Los Angeles judge is scheduled to decide who will serve as guardian for Tim Conway: His wife of 33 years, Charlene, or his daughter from his first marriage, Kelly Fusco. The case has been postponed until…

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vietnam
Honor Flight October 13 to Include Vietnam Veterans
September 24, 2018

The last of the 2018 Southeast Florida Honor Flights takes off on October 13, 2018. The program began several years ago with the mission of escorting World War II and Korean War veterans, free of charge, to Washington. D.C. to…

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Burt Reynolds
Burt Reynolds Kept His Estate Planning Private With a Trust
September 23, 2018

Actor Burt Reynolds was raised in Riviera Beach, Florida, the son of a police chief. After an injury sidelined him from playing football at Florida State, he pursued acting. His career took off in the 1970s and he went on…

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Karp Law Firm in Top 100 South Florida Law Firms
Karp Law Firm in Top 100 South Florida Law Firms
September 1, 2018

We are very proud to announce that The Karp Law Firm has been ranked in the Top 100 South Florida Law Firms by South Florida Business and Wealth Magazine. The rankings include all firms based in Palm Beach, Broward and Dade counties. South…

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Retirees, take note: SEC considering own best interest rule
Retirees, take note: SEC considering own best interest rule
August 31, 2018

Since the Department of Labor’s fiduciary rule for retirement accounts was struck down, the Securities and Exchange Commission has been working to create its own best interest rule. Called Regulation Best Interest, the SEC’s thousand-page proposal would apply to all accounts,…

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Floridians Begin Receiving New Medicare Cards
Floridians Begin Receiving New Medicare Cards
August 24, 2018

Floridians are beginning to receive their new Medicare cards. Unlike the old cards, your new card will not display your Social Security number. Instead, you will have a unique “Medicare Beneficiary Number.” (Note that if you are enrolled in a…

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Aretha Franklin
Aretha Franklin, Queen of Soul, Dies Intestate
August 23, 2018

Singer Aretha Franklin passed away on August 16, 2018. The 76-year-old “Queen of Soul” died at her Detroit home of pancreatic cancer, surrounded by family. Winner of 18 Grammy awards and known for iconic songs like “Respect,” Franklin was intensely…

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Anthony_Bourdain
Anthony Bourdain not yet divorced when he died, potentially complicating estate plan
August 13, 2018

Marriage and divorce play a big role in the effectiveness of your estate plan. Here’s a prime example. The late celebrity chef Anthony Bourdain and Ottavia Busia married in 2007. They had a daughter, Ariane. According to Bourdain, their relationship…

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taxes
New 1040 Tax Form: Really Simpler?
August 4, 2018

In keeping with the administration’s vow to simplify tax filing, the Internal Revenue Service is putting finishing touches on its revised 1040 income tax form. Although not quite the postcard size touted by the administration, it is indeed smaller: The…

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