Florida Elder Law & Estate Planning Blog

power of attorney
Is your durable power of attorney powerless?
July 22, 2016

It is important to have a Durable Power of Attorney (DPOA). This key legal document allows you to name someone other than yourself to handle your financial affairs.  If you become incapacitated, having a DPOA can make the difference between…

Surprise, it’s ancillary probate
July 9, 2016

People who ask The Karp Law Firm to handle the Florida probate of a loved one’s estate often have an inkling of what’s ahead: just about everyone has heard horror stories about the probate courts, particularly the courts in Florida….

Life Insurance
Insurance companies doing business in Florida: Ignorance is no longer bliss
May 7, 2016

Life insurance can play a useful role in many people’s estate plans. It can provide replacement dollars for pension and Social Security income for a surviving spouse, or provide a guaranteed inheritance amount to beneficiaries, such as a spouse or…

Are you a married couple with an old AB Trust?
April 13, 2016

Setting up an estate plan requires making some of life’s most serious decisions. Little wonder so many people procrastinate over doing it. But as you can imagine, it’s the biggest procrastinators who feel the greatest relief when they finally get…

Getting remarried? Be sure to protect your children from your prior marriage
March 21, 2016

If you’re remarrying later in life, you may gain more than a new spouse. You may also gain a new, bigger family: your spouse’s children. You may have your own grown children, too. Hopefully, everyone will get along beautifully. But…

From New York (or anywhere else)? How to prove Florida residency for tax purposes
December 5, 2015

Florida welcomes about 55,000 permanent transplants from New York State each year (Bloomberg 2/6/15). Besides avoiding the winter (certainly understandable given the unrelenting cold of 2015), many are seeking relief from New York income tax, and ultimately, New York estate…

Morgan Freeman and Granddaughter
Morgan Freeman’s granddaughter dies intestate, father who abandoned her set to inherit half her assets
December 2, 2015

You don’t have to be rich. You don’t have to be old. Everyone needs an estate plan. Without a valid plan specifying who gets what if you pass away, the state you reside in will make those decisions for you. Don’t…

Florida law introduces ALF reforms, should keep some residents from having to move to nursing homes
September 9, 2015

A new Florida law is expected to prevent assisted living residents from having to enter nursing homes prematurely. The new law, HB 1001, gives ALF staff who have certain training the authority to help residents perform routine health-related tasks such…

ALERT: Criminal penalties for non-lawyers engaging in Medicaid planning — and maybe, for those who hire them!
February 2, 2015

The Florida Supreme Court on January 15, 2015 ruled that a non-lawyer is guilty of the unlicensed practice of law if the individual engages in Medicaid planning activities for clients leading up to the application. The Supreme Court took up…

Florida has a large senior population but other states also greying fast
June 8, 2013

Sure, Florida has a large numbers of retirees. No surprise there. But this may surprise you: Florida’s over-65 population is not growing as fast, percentage wise, as in other states. In fact, it doesn’t even crack the top ten. The…