Florida Elder Law & Estate Planning Blog


woman in wheelchair
Can You Transfer Your Parent’s Medicaid Benefits to Florida from Another State?
February 7, 2025

We are often asked if Medicaid nursing home benefits can be transferred to Florida from another state. Usually the question comes from an adult child who wants to bring a parent to Florida so that the parent can get more…

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Protect Yourself From Tech Support Scams
January 28, 2025

If you use the internet – and if you are reading this, clearly you do – chances are you have been the target of a tech support scam at some point. It goes like this: You get a call, email,…

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Federal Estate Tax Exemption, Annual Exclusion Increase in 2025
January 22, 2025

The year 2025 has brought changes to the unified gift and estate tax exemption, and the annual gift tax exclusion. Federal Estate Tax Exemption The federal estate tax is levied on gross taxable estates. A taxable estate includes trust assets,…

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Attorney Joseph S. Karp
Joseph S. Karp Named 2025 AV Preeminent Attorney
January 20, 2025

Congratulations to  Certified Elder Law Attorney Joseph Karp. He has once again been named an AV Preminent Attorney by Martindale Hubbell. It is the attorney rating organization’s highest possible rating for both professional expertise and ethical standards. Inclusion in the…

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Florida Homestead Exemption Reduces Property Tax: Deadline For First-Time Filers
January 16, 2025

The Florida homestead exemption deducts a certain amount of assessed value from your primary residence, thereby reducing the property tax you owe on your home. The basic exemption can be up to $50,000. To be eligible for this year’s exemption,…

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Social Security card
Millions of Retirees Will Benefit From The Social Security Fairness Act
January 11, 2025

The Social Security Fairness Act was signed into law by President Biden on January 5, 2025. If you are/were a public sector employee, the legislation will benefit you by repealing two federal provisions enacted 40 years ago: the Windfall Elimination…

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Emergency Contact Information Program Provides Peace Of Mind
December 27, 2024

If you are ever in a car accident or have a critical emergency and are unable to talk, how will your loved ones know what has happened? Even if you have a mobile phone with you, it may be locked…

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Co-Health Care Surrogates Not Permitted In Florida
December 22, 2024

A Health Care Surrogate is a type of advance directive in which you authorize someone to make your health care decisions if you are unable to do so. Like many of our clients, you may wish to name two people,…

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Veteran Uniform
V.A. Aid & Attendance Can Help Pay For In-Home, Assisted Living, Nursing Home
December 15, 2024

Veterans Improved Pension with Aid and Attendance can help elderly and disabled veterans and their surviving spouses pay for at-home care, nursing care, and assisted living care. You do not need to have a service-connected disability to qualify for benefits,…

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elderly couple
Florida Medicaid Benefits For Long-Term Care: Eligibility Rules Change January 2025
December 8, 2024

As of January 1, 2025, there are changes in Florida’s Medicaid eligibility rules for long-term nursing home care. The changes relate to caps on (1) home equity; (2) applicant income; and (3) assets of the well spouse. We describe these…

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