The Latest from Our Firm

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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December 1, 2020

You’ve Been Appointed a Personal Representative- Now What?

As a recently appointed personal representative of an estate in Florida, you may feel unsure exactly what duties you are required to perform. In short, you will need to navigate the probate process of the decedent’s estate and distribute assets to any beneficiaries or creditors, as well as handling related income tax matters on behalf […]

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November 23, 2020

What a Biden Presidency Means for Estate Planning in 2021

Currently, there is a significant potential for tax reform to occur under President-elect Biden and the Congress he will be working with during the next four years. Some of his proposed changes could have a drastic impact on estate planning practices and policies that focus on wealth transfer planning. In this article, we review some […]

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October 21, 2020

What Happens to an Inheritance in Florida If There Is No Will?

In the state of Florida, many residents rely on a will to protect their estate and ensure their beneficiaries receive their promised inheritance. This document has many benefits when it comes to the probate process, as well. But, what happens if you should die without a will? Florida has intestate succession laws that direct a […]

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