Blog2018-11-26T18:51:37+00:00

Tampa Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 ½ years old, you can donate some or all of your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity. Not only is this a great way to support your favorite [...]

By |October 24th, 2018|Categories: Special Needs|Tags: , , |Comments Off on Tampa Special Needs Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

Brandon Elder Law Attorney: 5 Ways to Protect Older Loved Ones from Financial Abuse

It’s no secret that the elderly are a favorite target of scam artists. Criminals will troll the internet and phone lists looking for seniors that are easy to prey upon due to an illness, disability, or cognitive impairment. Another reason scam artists love to attack seniors is the expectation that they have accumulated wealth [...]

By |October 16th, 2018|Categories: Elder Abuse, Elder Law|Tags: , , |Comments Off on Brandon Elder Law Attorney: 5 Ways to Protect Older Loved Ones from Financial Abuse

Ask a Hillsborough County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent. This is an alarming situation for many reasons, but people often wonder if that child has a claim against the deceased’s estate. The answer is yes, but only [...]

By |October 9th, 2018|Categories: Estate Planning, Inheritance|Tags: , , |Comments Off on Ask a Hillsborough County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

Hillsborough County Estate Planning Lawyer: Which Power of Attorney is Right for Me?

A Power of Attorney is a document which names an agent to handle your financial affairs if you are incapacitated or otherwise unable to, while also explaining any limitations you wish to place on your agent while they act in your stead. There are many Power of Attorney types to choose from, so it’s [...]

By |September 28th, 2018|Categories: Estate Planning, Power of Attorney, Uncategorized|Tags: , , |Comments Off on Hillsborough County Estate Planning Lawyer: Which Power of Attorney is Right for Me?

15 Things You Should Know When Planning for Your Adult Disabled Child in Florida

Whether your disabled child is 5 or they are about to turn 18, parents of a special needs child have many things they need to plan for that other families do not.  These are some tips to help families of special needs children plan for the future.  I apologize up front for the length [...]

By |September 24th, 2018|Categories: Estate Planning, Special Needs|Tags: , |Comments Off on 15 Things You Should Know When Planning for Your Adult Disabled Child in Florida

Tampa Will and Trust Lawyer: What Property Should Be in a Living Trust?

If you are reading our Tampa trust and estates blog, you probably already decided that you want to create a living trust to avoid probate and put a quick end to the estate administration process. You might also have decided that you want your estate and the decisions you made about how to disperse [...]

By |September 20th, 2018|Categories: Living Trust, Wills and Trusts|Tags: , , |Comments Off on Tampa Will and Trust Lawyer: What Property Should Be in a Living Trust?

Brandon Elder Lawyer: Determining Legal Competency for Senior Citizens

Legal competency concerns can lead to issues for senior citizens, during both life and death. This is especially true for financial affairs and disputed inheritances. Brandon Elder law and guardianship attorneys must be able to determine a senior’s legal competency in both physical and mental areas because of the serious consequences it can have [...]

By |September 15th, 2018|Categories: Current Events, Elder Law|Tags: , |Comments Off on Brandon Elder Lawyer: Determining Legal Competency for Senior Citizens

Brandon Elder Law Attorney: New Elder Abuse Law Offers Protection for Florida’s Most Vulnerable Seniors

There’s good news for vulnerable seniors in Florida and across the country. As part of a larger bipartisan bill on banking reform, the Senior Safe Act became law in the month of May. This legislation is an attempt to stop acts of financial abuse targeted at senior citizens by encouraging banks, credit unions, investment [...]

By |September 11th, 2018|Categories: Elder Abuse, Elder Law|Comments Off on Brandon Elder Law Attorney: New Elder Abuse Law Offers Protection for Florida’s Most Vulnerable Seniors

What does it mean to have an “estate plan”?

Last Will and Testament is important part of estate planning We blog often about having an "estate plan," why you should do it, and why it is important.  However, many people do not understand what it is to have an estate plan. Many think that you have to have a lot of [...]

By |January 16th, 2018|Categories: Estate Planning, Inheritance, Living Will, Power of Attorney, Wills and Trusts|Tags: , , |Comments Off on What does it mean to have an “estate plan”?

2018 Changes to Medicare Part A and B Cost Increases

Every year benefit programs used by older adults change based on Cost of Living adjustments (COLA) or other factors. Some key changes are already in place; more are due at the end of January. Changes in Social Security benefit calculations are of particular importance because these changes can trigger special provisions affecting Medicare premiums [...]

By |January 8th, 2018|Categories: Uncategorized|Comments Off on 2018 Changes to Medicare Part A and B Cost Increases
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