Florida Elder Law & Estate Planning Blog


Is a Lady Bird Deed Right For Your Estate Plan?
January 25, 2023

Clients often ask us about creating a lady bird deed for them. They have heard that this type of deed can be useful for both Medicaid planning and probate avoidance. While it is true that a lady bird deed confers…

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Changes to Florida Medicaid Eligibility Rules in 2023
December 9, 2022

Medicaid law changes frequently. Our elder law attorneys carefully monitor changes in order to properly advise clients seeking Medicaid nursing home benefits. We can often recommend legal steps that allow clients to protect their assets and retain a good portion…

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Don’t Take Florida Medicaid Planning Advice From Non-Lawyers
November 27, 2022

In recent years there has been a proliferation of individuals who refer to themselves as “Medicaid planners” but who are not licensed to practice law. They claim to have the expertise to help clients become eligible for Medicaid nursing home…

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Gift Tax and Estate Tax Changes Coming in 2023
October 29, 2022

Families and individuals with significant assets will have new opportunities in 2023 to transfer tax-free wealth to their heirs. Your estate planning attorney can provide you with guidance on any gifting you should be doing to take advantage of the…

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nursing home patient
Revised Medicaid Rules For Nursing Home Benefits
August 12, 2022

There have been changes to two key numbers Florida uses when assessing an applicant’s eligibility for Medicaid nursing home benefits. These changes went into effect July 1, 2022. Minimum Monthly Maintenance Needs Allowance The income of an applicant’s spouse is…

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Joe and Jon Karp on “Oh My God I’m Getting Older And So Is My Mom”
July 22, 2022

Oh My God I’m Getting Older And So Is My Mom on July 18 featured Joseph Karp and Jonathan Karp. The father-son lawyer duo had a lively discussion with host Scott Greenberg about some intriguing topics: why some people are…

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older couple
Medicaid Minimum Monthly Maintenance Needs Allowance Increases
June 25, 2022

Florida Medicaid’s Minimum Monthly Maintenance Needs Allowance, MMMNA for short, increases to $2,288.75 effective July 1, 2022 (up from $2,177.50). This is an important change if you or a loved one apply for Medicaid benefits for nursing home care in…

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What Grandparents Should Know About 529 Plan Impact on Taxes, Medicaid Eligibility
June 12, 2022

Good news if you are a grandparent who owns a 529 account, and for your account beneficiary: Beginning in the 2024-2025 school year, contributions you make to a 529 plan need not be reported on the student’s FAFSA application (Free…

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ABLE Account Annual Contribution Limit Rises
February 26, 2022

Effective January 1, 2022, the maximum annual contribution to an ABLE account is $16,000 (up from $15,000). Florida was among the first states in the nation to establish ABLE saving accounts. ABLE is the acronym for “Achieving A Better Life…

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medicaid
Florida Medicaid Eligibility Numbers Change January 1, 2022
December 24, 2021

  Many Florida seniors and their families incorrectly assume they will not qualify for Florida Medicaid benefits for long-term care because they do not appear to meet all the financial criteria. This post tells tells you how, with guidance from…

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