The Latest from Our Firm

January 26, 2022

What is an “NFT” and What Happens to It Once I Pass Away?

By now, most people have heard the word “NFT” in one way or another. If you have, but still are unsure about what that means, you are not alone. For starters, NFT stands for non-fungible token. According to Merriam-Webster, a “non-fungible token” is a “unique digital identifier that cannot be copied, substituted, or subdivided, that […]

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January 19, 2022

Income Sources That Count Toward Your Medicaid Eligibility in Florida

When you or a loved one need long-term care benefits provided by Medicaid, you have to pass several tests to qualify. You will first undergo a medical-necessity test to verify that you actually need long-term care during your application process. This usually requires your doctor to certify that the assistance you’re applying for is necessary […]

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January 10, 2022

What is a Miller Trust?

When a Medicaid application exceeds the income limits for Medicaid, a Miller trust can provide a solution to help them still qualify. These are typically drawn up by an experienced Florida Medicaid planning attorney so that you can set it up at your bank. The primary function of this trust is to hold the excess […]

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May 26, 2021

What is a Personal Services Contract?

Under Florida Medicaid program guidelines, individuals have to meet specific income eligibility limits to qualify. Those who own a significant value in assets may need to find more creative ways to plan ahead and not exceed these limits. This is often accomplished through the creating of irrevocable trusts to hold this property to make them […]

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April 26, 2021

Medicaid Planning

As medical technologies continue to extend our lives longer than ever before, the need for long-term care has reached a fever pitch in our country. Millions of Americans rely on Medicaid to help afford the costs related to such care. This strain on the system has forced the government to enact more stringent requirements for […]

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April 19, 2021

The Benefits of Hiring an Estate Planning Attorney vs a DIY Estate Kit

In the age of online access to court records and background checks, seeing the option to download an estate planning packet or will kit may seem the quickest, easiest, and cheapest way to protect your beneficiaries when you die. And on the surface, this may appear true, but for families that go this route, many […]

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Coral Springs Estate Document Attorney
April 12, 2021

Estate Planning: Will My Documents be Valid in Another State or Should I Update Them?

If you are moving to Florida or relocating to a new state, there are many items on your to-do list. Packing, changing car titles, scheduling your moving truck, and many other essential details on your checklist. But, is your estate plan on there too? While moving to a new state doesn’t automatically mean you have […]

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February 12, 2021

Do I Need to Set Up a Trust?

The most basic estate planning option is a will since it can cover everything from guardianship designations to the distribution of your overall estate. Yet, wills are not always the most ideal solution when planning for your estate. One main reason that a will may not be ideal is because in order to rely on […]

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February 8, 2021

Do I Need a Will if I Have No Property?

Many people hear the word “estate” and imagine lavish homes or significant wealth. The reality is that when planning for your estate, the property you may consider insignificant is often an underestimation on your part. Before you decide you don’t need a will and assume you have no real property, consider the following information first […]

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January 21, 2021

When Should You Start an Estate Plan in Florida?

If you haven’t begun considering what will happen to your estate after death, the time is now to do so. This question is not only critical to ask yourself throughout different life stages but requires a commitment to creating and maintaining an estate plan to protect your loved ones and assets in the event of […]

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