Many families do not start thinking about Medicaid Planning until a health crisis happens. A parent falls. A hospital stay turns into rehabilitation. Rehabilitation turns into long-term care. Suddenly, families are trying to make emotional decisions while also facing overwhelming financial concerns. One of the most common things we hear is: “We wish we had […]
Medicaid Planning in Florida: Why Timing Matters Read More »
As a Florida estate planning attorney, you may often encounter clients with complex financial and property arrangements. One common question is whether a Lady Bird Deed, also known as an enhanced life estate deed, can be used on a property with a reverse mortgage. The short answer is yes, but there are several important considerations
Intersection of Lady Bird Deeds and Reverse Mortgages in Florida Read More »
Almost everyone knows what you mean when you mention estate planning. Even if they feel they don’t have much, they know they need a will. Maybe they even have a trust. After COVID, some people are even aware of documents such as healthcare directives and power of attorney. But if you ask the same people
Elder Law vs. Estate Planning Read More »
If you are considering a Medicaid plan in Florida, you may already know about a Qualified Income Trust. However, you may not know the details of how it can help you. We will discuss how Qualified Income Trusts help lower your income to qualify you for Medicaid benefits. What is a Qualified Income Trust? A
Qualified Income Trusts and You Read More »
