September 27, 2019
Joseph S. Karp When somebody comes in to meet with us to discuss their estate plan, frequently they are brought there and accompanied by a loved one. Sometimes, that loved one is the child that they trust the most, or…
moreJoseph S. Karp When somebody comes in to meet with us to discuss their estate plan, frequently they are brought there and accompanied by a loved one. Sometimes, that loved one is the child that they trust the most, or…
moreJonathan D. Karp A question that we commonly receive is, Do I need to go broke and spend all of my money in order to qualify for Medicaid benefits in the event that I need long-term care or a nursing…
moreAdele Small Harris Just because you’re qualified in one state doesn’t necessarily mean that you’re going to qualify in Florida for Medicaid benefits. It would be a great idea if your loved one’s family would contact us, and we can…
moreJoseph S. Karp We are frequently confronted with the question from our clients, How can I divorce-proof the inheritance I’m leaving my child? How can I make sure that the money I’m leaving to my child goes to my child’s…
moreAdele Small Harris Many times I get questions regarding Special Needs Trusts, and setting them up for disabled children or other family members. The unique thing about a Special Needs Trust is that it allows the disabled person’s money to…
moreJonathan D. Karp People always assume, by virtue of their relationship with their loved one, that if their loved one is injured or ill, the doctor will speak to them and give them their medical information. Unfortunately, that’s not the…
moreJoseph S. Karp People want to know: When I die, what goes through Probate court? Is everything probated that I own? The answer is no. Certain assets avoid probate automatically. Those are assets that are titled joint with right of…
moreAdele Small Harris I frequently get asked questions about estate tax. Florida has no state estate tax, while the Federal government charges estate taxes on very large estates at this time. There are different techniques that we can propose in…
moreJoseph S. Karp When people come in to do their estate plan with us, one of the questions they ask quite frequently is, What do I have to leave my spouse, if anything? First of all, there are laws that…
moreAdele Small Harris I frequently get asked what documents parents of minor children need, and there are really three that I think about. One is a Health Care Designation. That means if you’re out of town or unavailable, who can…
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