Published Estate Planning
& Elder Law Articles
Palm Beach Post Ask the Legal Advocates
Surviving Spouse Thinks She’s Entitled to More of Deceased Husband’s Estate March 26, 2020
Help With Unreimbursed Medical Expenses Available for Certain Veterans March 19, 2020
Daughter Wonders How to Stop Dad From Sending Money to Online “Girlfriend” March 12, 2020
Questions About Florida Probate From Out-Of-State Personal Representative March 5, 2020
Too Late To Create Medicaid Asset Trust For Father, But Other Asset Protection Strategies May Exist February 27, 2020
Young Parents Question Need For A Will, Durable Power of Attorney February 20. 2020
Life Insurance Proceeds Will Go Through Probate If The Beneficiary Is The Estate Feb 13, 2020
Medicaid Benefits For Assisted Living Very Difficult to Obtain January 30, 2020
Wife Frustrated That Husband Won’t Do A Will, Won’t Discuss Planning January 23, 2020
Estate Planning Options Under the New SECURE Act: Preliminary Thoughts January 16, 2020
SECURE Act Makes Big Changes To Retirement Savings, Estate Planning Options January 9, 2020
Trustee Need Not Go It Alone When Handling Money For Irresponsible Cousin January 2, 2020
Recent Florida Transplant Asks About Function of Health Care Surrogate, Health Care Proxy December 26, 2019
Too Many Codicils Can Make A Will Confusing, Invite Estate Challenges December 19, 2019
Care giving, Rent Expenses Father Paid Adult Child Might Affect Medicaid Benefits For Nursing Home Care December 12, 2019
Brothers Want To Sell Mother’s Home But Don’t Know Date-of-Death Value For Tax Purpose December 5, 2019
Parents Wondering How to Provide For Children of Different Ages with Different Needs November 28, 2019
Man Wants Soon-To-Be Ex Wife To Continue As Health Care Decision Maker November 21, 2019
Siblings Arguing Over Paying For Elderly Father’s Care November 14, 2019
Veteran’s Widow May Qualify For Aid and Attendance Benefits November 7, 2019
Changing Estate Tax Laws Make Planning Complicated for Couple October 31, 2019
Successor Trustee Does Not Have Authority To Change Terms of Mother’s Trust October 24, 2019
Personal Representative Must Take Special Steps After Discovering Late Friend’s Will Not Self-Proving October 17, 2019
Adult Stepchild Wonders if Stepmother Left Her An Inheritance October 10, 2019
Medicaid Planning Advice From Non-Lawyer Could Spell Trouble October 3, 2019
Voluntary Guardianship May Be Solution For Still-Competent Father With Alzheimer’s September 26, 2019Angry
Angry Granddaughter Denied Inheritance Because of Husband’s Religion September 19, 2019
Parents Worry About Protecting Special Needs Child And Leaving Inheritance For Other Children, Too September 12, 2019
Mother’s Probate Avoidance Plan Could End Up Shortchanging Daughter September 5, 2019
Qualified Income Trust Can Help Establish Medicaid Eligibility of Applicant’s Income Too High August 29, 2019
Writer Worries That He Is Responsible For Late Brother’s Medical Bills August 22, 2019
Financial Institutions May Not Honor Older Durable Power of Attorney August 15, 2019
Living Trust Requires No Special Tax Treatment August 8, 2019
Widow Retains Life Estate Even If Not Living In Deceased Spouse’s Home August 1, 2019
Widowed Florida resident wants to move closer to family but worries about impact on estate taxes July 25, 2019
Making One Son Trustee For The Other Could Create Sibling Conflict July 18, 2019
Children Frustrated by Mom’s Long Term Care Insurance Company’s Denial of Benefits July 11, 2019
Daughter Expected to Inherit Condo, Discovered Her Brother Is On Deed. Can She Sell The Unit? July 4, 2019
Handling Incapacitated Father’s Financial Affairs Does Not Require Living Nearby
Contributions to Children’s UTMA May Affect Medicaid Eligibility May 9, 2019
Children’s Health Decisions Can Be Temporarily Left To Grandparents August 17, 2017
Boomer Times & Senior Life
No, Medicare Doesn’t Pay For Long-Term Care. So What Are Your Options? March 2020
Congratulations on Getting Your Estate Plan Done…Now Let’s Double-Check the Details December 2019
The Hidden Risks of Payable on Death Accounts November 2019
I Didn’t Know That! Part 3 October 2019
I Didn’t Know That! Part 2 September 2019
I Didn’t Know That! Part 1 August 2019
To Discourage Challenges, How You Create Your Estate Plan Is As Important As What’s In It June 2019
There May Be Money Out There With Your Name On It (No Kidding!) May 2019
A Plan You and Your Family Need – But Hopefully Won’t Use April 2019
Spouse Going Into Nursing Home? Why Estate Plans of BOTH Spouses Need Review March 2019
Don’t Confuse Federal Tax Law With Florida Medicaid Law February 2019
Why Your Old Estate Plan Could Mean Trouble, And What To Do Now January 2019
Will You Lose Your House If You Get Medicaid Benefits For Nursing Home Care? December 2018
Understand What Your Legal Documents Mean November 2018
Don’t Ignore Your Estate Planning: A Lesson From the Queen of Soul September 2018
Who Should You Choose As Your Trustee? August 2018
When Older Couples Do Not Want To Tie The Knot July 2018
Discussing Your Estate Plan With Adult Children Can Avert Future Discord June 2018
The Importance of Advance Directives May 2018
Are You Neglecting Your Estate Planning? These Might Be The Reasons April 2018
Life Insurance is An Excellent Protection and Important Asset March 2018
