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Dynasty Trust in Florida

The term “dynasty trust” sounds like something that could only be useful for aristocrats or folks with more money than they could possibly spend in a lifetime.  Jeff Bezos might need a dynasty trust.  Or Bill Gates.  But most estate plans don’t need that sort of thing, right? Well … it’s not quite so simple. […] Read More

Power of Appointment in Florida

Today’s topic concerns a relatively unknown Florida estate planning tool called a “power of appointment. A power of appointment in Florida is a special power granted to an individual or class of persons as a part of your estate planning documents, usually in a Florida last will and testament or revocable living trust. A power […] Read More

Supplemental Security Income ("SSI") in Florida

The term “disability benefits” can refer to several different sources of income for someone who becomes disabled.  The benefits could be payments from a private long term care or disability insurance policy or come in the form of Social Security Disability Insurance (“SSDI”).  Private policies cover either long-term or short-term disabilities, ensuring a source of […] Read More

Income Only Trusts for Medicaid Planning

The great joy of serving as a Florida estate planning and elder law attorney is when our years of expertise combined with some creativity results in making a real difference to someone in need. This phenomenon occurs often in the arena of Florida Medicaid planning where our vulnerable Seniors are faced with difficult medical circumstances […] Read More

Florida Estate and Inheritance Taxes

Florida is one of only seven states with no state income tax.  When combined with the warm climate, the friendly tax policy that allows for NO income taxes AND NO Florida estate and inheritance taxes makes Florida an immensely popular retirement destination.  After all, if you’re a retiree on a fixed income, the tax savings […] Read More

LLC Creditor Protection Tools

Many people do not understand the difference between a boilerplate Florida LLC and a professionally prepared LLC. One key difference is your LLC “Operating Agreement” in Florida, because you need to have one prepared by a professional. Quickie “do it yourself” LLCs, much like “self help DIY Florida estate plans“ are like the cheap shoes that you […] Read More

Medicaid Eligibility and Special Needs Trusts

According to Medicaid.gov, over 70 million people are currently enrolled in Medicaid.  And, as reported by the Social Security Administration, over 8 million receive Supplemental Security Income (“SSI”). Both Medicaid and SSI are “means tested,” which means recipients must have incomes and assets below a certain level.  A recipient who obtains assets exceeding $2,000 if […] Read More

Mindful Law and Legal Services

Leonard Scheff, an American Trial Attorney, used to rely on anger to fuel his court persona; that is, until he realized just how destructive anger is.  He thereafter co-authored the book “The Cow In The Parking Lot, A Zen Approach To Overcoming Anger”.   Mr. Scheff’s book inspired me to write this article as a small […] Read More

Preparing a Will in Florida

We’ve all heard it before or maybe even said it ourselves.  “I’ve been planning to write up a will.  I just haven’t gotten around to it yet.”  Then, a year later, and it’s still the same line.  And, the thing is, it’s completely understandable.  Nobody likes to think about their own mortality.  And there’s never […] Read More

Medicaid Planning Emotional Hardships

The aging of a loved one, particularly a parent or spouse, can be described as an emotional roller coaster. The changes that a loved one is experiencing, as well as the financial and other emotional pressures, make this a very frightening time for many people and yet there are serious issues to navigate at the […] Read More