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Navigating Medicaid Means-Testing

By most people’s standards, a nursing home can be very expensive. It is not unusual to pay anywhere between $5,000 and $10,000 a month to a facility for an individual (or double that cost for a couple). After Medicare means-testing, nursing home residents who have collected significant savings during their life must pay for this [...]

2021-10-18T18:11:53+00:00Wills and Trusts|

Beneficiaries 101: What to know about those who are designated to receive assets

Many estates include assets with beneficiaries already designated to them.  These include life insurance policies, investments accounts like IRAs and 401Ks and bank accounts.  Language naming beneficiaries in the contracts which govern these assets may supersede the language in a will.     In estate planning, it is important to understand the types of beneficiaries and how [...]

2021-09-29T21:01:13+00:00Wills and Trusts|

Non-Financial Aspects of Estate Planning

When you think of estate planning is the only thing that comes to mind how your money will be distributed after you pass?  If so, think again. An estate plan outlines how the legacy you leave behind should be allocated and cared for after you are no longer there to manage it.  While your financial [...]

2021-04-04T22:54:11+00:00Wills and Trusts|

7 Estate Planning Facts to Consider As You File For Divorce

Plans change during a divorce.  Inheritance, beneficiary and guardianship arrangements that seemed ideal a few years prior suddenly seem unthinkable when faced with an impending and contentious divorce with a soon-to-be ex-spouse.   If you are in this situation, there are many reasons to consult an experienced Florida estate planning attorney in addition to an expert [...]

2021-02-22T22:32:59+00:00Wills and Trusts|

Investing with an LLC

Previously we have written about using an LLC to invest in Real Estate.  However, there are many situations outside of real estate investing in which it makes sense to use the LLC business formation to make investments in company shares, bonds, ETFs and even non-traditional assets such as cryptocurrency.  Investing with an LLC can range [...]

Five reasons why you should hire an estate attorney

The probate phase is played out in court Probate is a necessary step in the process of executing a last will and testament.  Because of the various moving parts in this process and the fact that is tried in court, it is essential that you hire an experienced estate attorney to guide the process. Florida [...]

2020-12-20T23:51:00+00:00Wills and Trusts|

10 Important Terms in Estate Planning Vocabulary

If you are suffering the loss of a close loved one, in addition to the pain of loss, you may also need to navigate the nomenclature and processes associated with managing the affairs of the person who has passed away.  It is best not to attempt to go through this process alone.  It is highly [...]

2020-12-21T00:55:39+00:00Wills and Trusts|

Three Estate Planning Action Items For New Florida Residents

Estate Planning - Many people choose to retire in Florida. With average high temperatures of 79.5°F year round, it is no surprise that the state - especially South Florida - has such a draw. Since a good number of retirees arrive here with wills drafted in other states, it's important to beware of the pitfalls [...]

2021-02-22T22:54:10+00:00Wills and Trusts|

The Pros and Cons of Using a Trust for Real Estate Investment

When investors choose to acquire property in Florida, they often do so via a Limited Liability Company LLC.  One alternative to the LLC is to hold the property in a trust. There are distinct advantages to using a trust, though the disadvantages should carefully be weighed-in to determine if a trust is the right [...]