Recent Blog Posts
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...
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...