Recent Blog Posts
I’m Moving. Do I Need to Create a New Estate Plan? | Tampa Estate Planning Lawyers
Do I need a new estate plan if I move out of Florida? This is a common question that our Tampa estate planning lawyers are asked by clients who are thinking about relocating to somewhere else in the country. In most cases, the answer is yes, you will likely need to do...
Is Home Health Care Right for Your Parents? |Tampa Elder Law Attorney
When asked, most elderly individuals wish to remain in their homes until they pass. People want to spend their final years living independently and comfortably in their own space. Unfortunately, the reality is that many people cannot live alone in their waning years...
Medicaid Planning in Florida: Avoid These Common Mistakes
Americans are living longer, and as such, more seniors are needing long-term care as they age, including nursing home care. The average time that a senior will spend in a nursing home is 30 months, and the costs range anywhere from $4,000 to $8,000 a month. As a...
The Do’s and Don’ts of Medicaid Planning | Brandon Elder Lawyer
The complexities surrounding Medicaid eligibility requirements can make Medicaid planning a stressful, daunting process. You have to be aware of the strict asset and income limits you must maintain, as well as the penalties that can result in a loss of coverage or...
Tampa Estate Planning Lawyer: The Difference Between a Will and a Trust and Why you May Need Both
A common misconception is that a Will is the “end all be all” document that directs how assets are to be passed down after a person’s death. The truth is that there are significant limitations to Wills, and many Tampa-area families end up needing both a Will and a...
Everything You Need to Know About Getting Home Health Care for Your Parent |Tampa Elder Law Attorney
The best scenario for any senior citizen is to stay in their own home as long as they can without having to go into an assisted living facility or nursing home. However, the decline of physical abilities and increase of health problems mean that this is not always a...
Using an ABLE Account to Hold Stimulus Funds for Young Adults with Special Needs
The government tried to include most Americans in the relief bills that were passed during the COVID crisis; however, a large swath of adults with special needs have been left out until now. The good news is that with this latest round of funding, twenty-six million...
Brandon Estate Lawyer: Advantages and Disadvantages of a Last Will and Testament
As a Brandon estate lawyer, I often meet with clients who believe that a Last Will and Testament is the “end all be all” of estate planning. What I often tell them is that a will is just the first step. Let’s discuss what a will does, and the limitations of wills...
All About Revocable Living Trusts | Brandon Estate Planning Lawyer
Revocable living trusts are very common in estate planning. Having one gives you a safe place to “put” your valuables along with an instruction manual on what to do with you and your stuff if you can’t act on your own behalf. While you are alive and well you are in...
Tampa Special Needs Lawyer: Get in The Habit of Reviewing Your Child’s Special Needs Trust
Creating a trust for your child with disabilities is an important step in preparing for his or her future. Your child’s special needs trust will safely hold assets that can be used for his or her personal care, recreation, education, and so forth without jeopardizing...
Hillsborough County Probate Lawyer Answers, “What is Probate” and “How Can I Help My Family Avoid This Process In The Future?”
After the loss of a loved one, we often hear from family members who are overwhelmed or confused by the probate process necessary to administer his or her estate. How to navigate Hillsborough County probate really depends on the value of the assets left behind in the...
Brandon Elder Lawyers Offer Three Ways to Make Your Assets Last During Retirement
One thing that keeps seniors and early retirees up at night is wondering whether their assets will last throughout their retirement. There are several reasons why your nest egg might run out: maybe you were unable to save enough during your working years, your...
Tampa Elder Law Attorneys on How to Recognize the Signs of Elder Abuse
Elder abuse is a serious problem that occurs in skilled nursing facilities, as well as inside and outside of the home. It is often committed by professional caregivers, con artists, and sometimes even family members. Tampa elder law attorneys want to make seniors and...
Tampa Estate Planning Lawyer on How to Create a Business Succession Strategy
Small businesses employ more than half of the domestic workforce and contribute greatly to the economy. But did you know that 90% of small businesses are family-owned and that most of those do not make it past the third generation of family ownership? That’s because...
Estate Planning with a Roth IRA
When choosing the right retirement plan, many people consider Roth IRAs because they provide a lot of tax benefits. However, what’s not often is known is that Roth IRAs are also excellent tools to help families avoid probate. Before we get into the probate benefits of...