Florida Elder Law & Estate Planning Blog


Boomers More Prepared For Dying Than Living
Boomers More Prepared For Dying Than Living
April 16, 2019

The values of the Baby Boom generation seem to have have changed over the years. Once it was all about flower power. Now the focus includes financial power – specifically, leaving a financial legacy. A March 25, 2019  Financial Advisor…

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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…

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Family Conflict Erupts Over Estate's Precious Paintings
Family Conflict Erupts Over Estate’s Precious Paintings
February 19, 2019

One of the fundamental goals of estate planning is to leave a legacy of family harmony. An estate need not be a fortune to spark a family feud. But of course, it helps. Take, for example, the Neumann family of…

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Claim Now, Claim More Later Social Security Strategy Ends This Year
Claim Now, Claim More Later Social Security Strategy Ends This Year
February 13, 2019

2019 is the last year that a married person achieving full retirement age can file a restricted application. This Social Security – maximizing strategy, commonly called Claim Now, Claim More Later, is available to those born before January 2, 1954. The strategy…

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401(k), IRA Contribution Limits Increase in 2019
401(k), IRA Contribution Limits Increase in 2019
December 29, 2018

Beginning in 2019, you will be able to save more in your retirement plans. 401(K) PLANS, 402(B) PLANS, AND MOST 457 PLANS If you are under 50 years old, the annual contribution cap is $19,000 (was $18,500). If you are…

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Panel Discussion for Older Women, January 12
Panel Discussion for Older Women, January 12
December 19, 2018

Hear Attorney Adele Harris of The Karp Law Firm and other panelists discuss issues of importance to older women at this January 12 event presented by the National Organization for Women.                  …

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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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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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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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