Recent Blog Posts
Estate Lawyer in Tampa Discusses Planning for Adult Children With Special Needs
One of the tasks an estate lawyer in Tampa may handle is planning for a special needs adult child. Special needs adult children generally need ongoing care, including financial care, throughout their lives. To safely set aside assets for the child’s care, it’s often...
Tampa Estate Planning Lawyer: Planning Your Estate Means Answering These Questions
What happens to you and your “stuff” if you should become incapacitated or pass away? Who is in charge of taking care of your finances in the event of an illness or accident that leaves you unable to take care of things yourself? Who is in charge of conveying your...
Brandon Elder Lawyer: Protecting Your Life’s Savings from the Nursing Home
Have you been told you have too much money in savings to qualify for assistance in paying for nursing home care? Have you been told you must “spend down” your savings and investments? In some circumstances, an immediate annuity can be an ideal Medicaid planning tool...
Estate Planning and Age-Gap Marriages: Special Considerations
While it’s common for married partners to not be the same age, it’s less common to have a significant age gap. A gap of ten years or more may mean that one spouse retires well before the other, or that the younger spouse only has minor children with the older spouse...
Are you turning 65 soon? Medicare Info You Should Know
By Laurie E. Ohall, Board Certified Elder Law Attorney If you are turning 65 soon, you will be eligible for Medicare. However, if you are still working, you may already have insurance through your employer or other private insurance. What You Need To Know If You Are...
Tampa Elder Lawyer Answers, “Why did I get denied for Medicaid and what can I do about it?”
Medicaid is one of the best benefit programs to provide health care and long-term care for the elderly; however, there are strict eligibility requirements that need to be met in order for a senior citizen in need to qualify for coverage. The sad truth is that many...
Brandon Estate Planning Lawyer: 6 Considerations When Choosing an Executor or Successor Trustee
The decision of who to appoint as your executor or trustee is a huge one, which is why it’s so important to make the right choice when creating your estate plan. Remember, this person will hold incredible responsibility for overseeing what becomes of your estate. You...
Estate Planning in Florida For Individuals Without Children
It’s a common misconception that estate planning is only important for people with adult or minor children. While parents do look to estate planning lawyers to name legal guardians who can raise minor kids if something happens to mom or dad and protect an inheritance...
Unable To Visit A Loved One During the Pandemic In Florida?
During the 2020 Pandemic, I have had many clients call to complain that they were unable to visit with their loved ones who were in nursing homes or assisted living facilities. If you have had issues with being able to see your loved one face-to-face, here is some...
Tampa Will And Trust Lawyer: How to Sell Property That’s in a Revocable Living Trust
As a Tampa will and trust lawyer, I’m often asked what the process looks like to sell a house if it’s moved into a Revocable Living Trust. People worry that they will need to ask permission from someone to sell their home, or that it will be difficult to put the house...
What to Do If the Bank Says Your Power of Attorney is “Too Old” | Brandon Estate Planning Lawyer
Lending institutions and brokerage firms continue to tighten up their policies regarding the types of power of attorney documents that they will or will not take. We frequently receive calls from people who are standing at the bank trying to complete a transaction...
Brandon Guardianship Lawyer: Taking Money Out of The Equation When Choosing Guardians for Your Kids
As parents, we naturally worry about the safety and well-being of our kids. But life happens and sometimes tragedy is unavoidable. That’s why as parents, it’s so critically important to create an estate plan and name guardians for your children. If you unexpectedly...
Brandon Probate Lawyer: How Do I Petition the Court to Become My Loved One’s Executor?
When a person dies without a will here in Florida, they are said to have died “intestate,” and all decisions regarding their estate will be dictated by state law and the local probate court. Without a will, a judge will also bear the responsibility of choosing an...
Brandon Estate Planning Lawyer on What to Do When Your Parent Needs Help Managing Money
What can I do to help my parent manage money? This is a question that, as a Brandon estate planning lawyer, I hear from adult children who are worried that their elderly parent can no longer handle their personal finances. Seniors often have financial difficulties...
What Do I Need to Know About the Medicaid Look-Back Period?
Medicaid is a federal benefit program that can be used to help cover long-term care costs for senior citizens who need skilled care in their own homes or require a stay in a nursing home or skilled care facility. While Medicaid is a widely used program here in Florida...