Recent Blog Posts
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...
Brandon Special Needs Attorneys: How Can I Protect Benefits with a Special Needs Trust?
Brandon special needs attorneys are often asked what the impact is to benefits like SSI or Medicaid if a person with disabilities receives an inheritance from a loved one. The answer really depends on how the inheritance is handled. The short answer is that any...
Accessibility Options for Florida Voters with Disabilities
Election season is here, and Florida voters will soon have their chance to select a presidential candidate on November 3, 2020. Residents with disabilities who wish to participate in the general election can take advantage of a number of accessibility options to...
Brandon Will and Trust Lawyer: 6 Steps to Starting Your Estate Plan
When it comes to creating an estate plan, most people procrastinate for understandable reasons. For starters, no one likes to think about their death or the possibility that they could become disabled or otherwise unable to care for themselves. On the financial side,...
Ask a Florida Probate Lawyer: “I’ve Been Named as Someone’s Executor…What Should I Do?”
Florida probate lawyers often hear from individuals who were named as an Executor in a loved one’s will and are now struggling to understand their role, responsibilities, and what to do next to close out the estate. Sometimes we hear from folks who didn’t even know...
How a Pour-Over Will Works with a Special Needs Trust
While most people have heard of a basic Last Will and Testament, they may not know what a Pour-Over Will is and how it works with a Special Needs Trust. Essentially, a Pour-Over Will is used in conjunction with a Special Needs Trust and directs that any assets you...