COVID-19 Updates & Resources
Injured recently?
We don’t get paid unless you do!

Estate planning includes the creation of wills and trusts, elder law and Medicaid planning including the avoidance of the Medicaid Estate Recovery Program.

Revocable vs Irrevocable Trusts

Revocable vs Irrevocable Trusts: Trusts are legal entities created to hold assets for the benefit of one or more beneficiaries. They are often used in estate planning to manage and protect assets, minimize taxes and provide for loved ones. Two main types of trusts are revocable and irrevocable trusts. Revocable Trust Characteristics A revocable trust, [...]

2023-02-04T20:41:14+00:00Estate Planning|

Strategies for Selling a House While on Medicaid

Many Florida Medicaid recipients are faced with the complexities of selling a house while on Medicaid benefits.  Often, a Medicaid recipient may need to sell a house because they do not have the money to pay for its upkeep, property taxes or other real estate-related costs.  However, remaining financially eligible for Medicaid after receiving the [...]

2022-11-07T12:15:29+00:00Medicaid Planning|

Florida Medicaid Benefits

Medicaid in Florida provides manifold benefits to those who are eligible.   In many cases, such as with long-term care, it can be difficult to become eligible for Medicaid benefits if you have assets or income over a certain limit.  Because these limits are low, many are not eligible. However, working with an elder law attorney [...]

2022-08-28T12:58:10+00:00Medicaid Planning|

Qualifying for Medicaid in Florida (5 factors)

Medicaid is a joint federal and state program that provides free or low-cost health coverage to millions of Americans, including some low-income people, families and children, pregnant women, the elderly, and people with disabilities. Qualifying for Medicaid in Florida can be a challenge for some. For elderly applicants who qualify for Medicare, typically people aged 65 [...]

2022-10-23T17:13:52+00:00Medicaid Planning|

Qualifying for Florida Medicaid Despite Higher Income and Assets Over the Limit

Medicaid is a robust state-sponsored insurance program that can pay for long-term care in nursing facilities, at-home care and certain medical expenses.   Medicaid is generally intended for applicants with low or no income and assets.  In Florida, Medicaid applicants in 2022 are required to make less than $2,523.00 in gross income, with some deductions considered, [...]

2022-07-24T01:17:39+00:00Medicaid Planning|

The Complexity of Joint Property Ownership in Florida

The laws related to real estate ownership in Florida can be complex. These complexities become even more pronounced when joint property ownership is a factor. When properties are owned by more than one title holder, it is not uncommon that legal matters arise that require the involvement of an experienced real estate and estate planning [...]

Reasons to Choose South Florida Law as Your Estate Planning Attorneys

Knowledge and Experience South Florida Law is a firm with attorneys who are licensed to practice law in the State of Florida and who have extensive knowledge and experience in dealing with matters related to estate planning, elder law and business succession planning.   Small Firm Attention to Detail We began as a boutique and still [...]

2022-01-23T16:37:39+00:00Estate Planning|

Reduce Inheritance Taxes with a Generation-Skipping Trust

For families with a high net worth, inheritance and estate planning can be complex.  Fortunately, with the assistance of a knowledgeable estate planning attorney, there are a number of ways for these families to provide a financial legacy for descendants in a tax-advantageous way.  One such estate planning tool is a generation-skipping trust (GST).  When [...]

2022-01-23T16:55:34+00:00Elder Law, Estate Planning|

Medicaid Eligibility Activities of Daily Living (ADLs)

For Medicaid eligibility, there are a set number of activities that the program takes into consideration when determining whether to approve an applicants request for coverage. These are in addition to Medicaid means testing in which the program reviews assets and income to determine Medicaid eligibility. Activities of Daily Living (ADLs) for Medicaid Eligibility   [...]

2022-01-23T17:30:02+00:00Elder Law, Medicaid Planning|

Medicaid Planning Facts

Medicaid Planning - Florida Medicaid is the state and federal partnership that provides health coverage for selected categories of people, including the elderly, in Florida. Because having low income and virtually no assets is an eligibility requirement, one of the most complex areas of estate planning involves preparing someone with significant income and assets for [...]

2022-01-23T17:38:06+00:00Elder Law, Medicaid Planning|