Florida Elder Law & Estate Planning Blog


These Documents Do NOT Belong In Your Safe Deposit Box
March 21, 2026

More and more banks are eliminating safe deposit boxes. Digital storage for certain types of documents is rapidly replacing physical storage. Many companies, doctors and hospitals, insurance companies, etc., have portals that allow you to access your relevant documents online,…

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John Amos’ Last Years And Death Show Importance Of Advance Planning
John Amos’ Last Years And Death Show Importance Of Advance Planning
September 13, 2025

Actor John Amos passed away in Los Angeles on August 21, 2024 at age 84. Amos was one of the stars of “Good Times,” the 1970s TV sitcom. However, good times hardly describes the relationship between his two adult children,…

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teens
Legal Documents You Need When Your Child Turns 18
July 14, 2024

Your child gains many legal rights when he turns 18… and you lose some. Your child gains sole authority over his medical, legal and financial decisions. You lose the right to make his decisions and to access his privileged information….

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Why Each Spouse Needs a Durable Power of Attorney Naming The Other
June 7, 2023

It is commonly believed that married couples have automatic rights to handle one another’s financial affairs. That is generally true with regard to joint bank accounts and joint brokerage accounts. But when a spouse becomes incapacitated due to illness or…

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10 Misconceptions About The Florida Durable Power of Attorney
March 21, 2023

The Florida Durable Property Power of Attorney (also known as the Durable Financial Power of Attorney) is a critically important document that belongs in your life planning toolbox.  The DPOA allows you (the “principal”) to give another person (your “agent”)…

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3 Items Your Florida Estate Plan Should Include If You And Your Partner Are Not Married
February 12, 2022

Florida law does not provide unmarried couples with the inheritance protections and automatic decision-making authority it provides to married couples. Even if you are in a longstanding, devoted relationship, from a legal perspective you and your companion might as well…

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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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Florida Durable Power of Attorney
Want Florida Medicaid Benefits For Nursing Home Costs? First You’ll Need The Right Power of Attorney
October 21, 2020

Every Florida adult needs a valid Durable Power of Attorney. This essential legal document gives one or more people – your “agents” – the authority to handle financial matters on your behalf. It provides you with important protections, one of…

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children at 18 need health documents
When You Kid Turns 18, He Needs These Legal Documents
August 30, 2020

Your child’s 18th birthday may seem like just another birthday on the road to adulthood. But legally speaking, it represents a massive change for him, and for you. Those 18 candles on the birthday cake mean you, the parent, are…

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Family Fighting Over Former Attorney General’s Childhood Home
Family Fighting Over Former Attorney General’s Childhood Home
January 10, 2020

You probably think that the estate plan of one of the nation’s most prominent legal authorities would be absolutely airtight. But you would be wrong. Janet Reno was appointed U.S. Attorney General by President Clinton, the first woman to serve…

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