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…
more
Updated 9/18/22 The lives of celebrities are always under a microscope. So are their deaths. The latest celebrity to receive such attention is Ann Heche. The 53-year-old actress was in a fiery car crash in Los Angeles on August 5….
more
If you own an asset for which you have named a legitimate death beneficiary, the asset will not go to probate when you pass on. Your beneficiary will avoid the court and the additional hassles and expenses that go with…
more
A trust can be an effective estate planning tool for clients who desire a level of control over their assets. A trust allows you to place various “qualifiers” and incentives on distributions to beneficiaries. You can direct your trustee to…
more
It is well-known that the probate process in Florida can be drawn out and cumbersome. That is why so many Florida residents build their estate plans around a revocable living trust, which if properly set up and funded, avoids probate….
more
Welcome back, Snowbirds! We are writing this blog at the tail end of November. Today’s midday temperature in New York is 38 degrees; in Chicago, 34; in Boston, 35. At our Palm Beach Gardens office, it’s a glorious, balmy 70…
more
You may have heard friends, relatives and neighbors talk about the Florida probate process. Chances are, not everything you’ve heard is accurate. Whether you are working with an attorney to create your estate plan or are responsible for handling the…
more
Many people have misconceptions about the rules for obtaining Florida Medicaid benefits for nursing home costs. This is not surprising, considering that the Medicaid program is vast, and its rules are complex and differ from state to state. Before clients…
more
Wouldn’t it be nice to know that your loved ones will get their inheritance from you without the hassles and delay of Florida probate? Most people would – and that’s why probate avoidance is a key element of so many…
more
For most people, the ultimate goal of estate planning is to promote family harmony. If your family members get along well, you want your plan to encourage more of the same. If they don’t, you want to avoid adding more…
more
