Florida Elder Law & Estate Planning Blog


inheritance trust
An Inheritance Trust Can Keep Your Assets In Your Family
July 30, 2020

Do you have married children? Are you thinking about your estate planning? If the answer to both is yes, one of your goals is probably making sure your hard-earned assets end up with your own grandchildren should your child get…

more
Estate Planning For Minor Children
How To Protect Minor Children With An Estate Plan: 5 Tips
July 28, 2020

Do you have an estate plan that protects your minor child if you pass away? It’s essential that you do. If nothing else, this pandemic has demonstrated that no one is immune. Hopefully you will be around a long time…

more
The story of two wills, one eaten by the dog
July 8, 2020

The dog ate my homework! That time-worn excuse usually gets an unprepared student an “F”. But suppose Rover isn’t interested in your homework, but in your last will and testament? That could result in an “L” – as in lawsuit. …

more
How To Divide Your Assets Among Children- What's Really Fair?
How To Divide Your Assets Among Children: What’s Really “Fair”?
April 13, 2019

“That’s not fair!” What parent of youngsters hasn’t heard that countless times? It’s a complaint that doesn’t necessarily vanish when children are adults. In fact, depending on how they feel they’ve been treated in your estate plan, your kids may…

more
Visit Elderly
What Can You Do If You’re Denied Visitation With An Incapacitated Loved One?
May 7, 2018

Recent news is replete with stories about spouses, guardians and caregivers accused of turning away family members who want to visit an incapacitated loved one. These stories have made headlines because they involve celebrities. Among them were disc jockey Casey…

more
happy preschool kids hugging
Parents of Minor Children – Make These Plans for Your Peace of Mind
March 20, 2017

Sara Hankins made sad headlines recently. The Illinois mother of four was diagnosed last year with Lou Gehrig’s Disease, and lost her life on March 13, 2017. She was just 36. Her primary concern during her last months was not…

more
intellectual-disabilities-
Parents of children with intellectual disabilities should make sure their child’s IQ is tested before age 18
October 19, 2016

Important alert for parents of special needs children with intellectual disabilities: Make sure your child is IQ tested before age 18. First, some background: Florida’s  Agency for Persons with Disabilities determines if an individual with a disability is eligible for…

more
Texting Teens
Estate planning with Generation Z in mind: these are not your “typical teens”
September 13, 2016

Estate planning is not just about money and taxes. It’s about the people you love: Their character, their values, their hopes, your hopes for them. These things matter when you are deciding how you want your assets distributed, and who…

more
ABLE Act allows people with disabilities to save and still keep government benefits
ABLE Act allows people with disabilities to save and still keep government benefits
February 11, 2015

The recently passed ABLE Act (“Achieving a Better Life Experience”) amends section 529 of the IRS code, allowing people with disabilities to save for the future and still be eligible for means-tested federal benefits. Prior to passage, special needs individuals…

more
Can you disinherit an adult child?.
February 18, 2013

Not all parents enjoy a warm relationship with all their children. I’ve met with many parents – some pained, some resigned, others angry – who have been estranged from their children for years. They may have tried reaching out and been…

more
Array