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Florida Estate Planning Legal Fees

It’s a common misconception, likely attributable to television dramas, that all lawyers have large conference rooms and rake in money hand over fist.  Most misconceptions about lawyers’ rates come from a lack of understanding of the various structures and billing methods particular to the legal field.  In this post, because we are Florida estate planners, […] Read more

Power of Attorney Image

We tend to think of the word “attorney” as a synonym for “lawyer.”  And, for the most part, that’s usually the case.  Technically speaking, though, an “attorney” is an individual empowered to act on behalf of someone else, and it doesn’t always have to refer to a lawyer.  An “attorney in fact,” for instance, is […] Read more

Probate in Florida

The most famous of all the estate planning documents for Floridians (and in other states) is the Florida last will and testament.  This simple document concerns a deceased loved one’s last wishes.  It involves a life legacy for many and can pass a fortune. For all these reasons, and more, this simple document generates a […] Read more

Florida Medicaid Asset Test

It’s undeniable:  long-term care is expensive.  And the costs just keep rising.  In 2019, nursing home rates in Florida of $6,000 or more per month are not uncommon.  When you consider that around 75 percent of seniors will need long-term care in Florida at some point, paying for it becomes a major concern in most […] Read more

Florida Asset Protection

Asset protection is about protecting the “stuff” that you have worked so hard to accumulate. It sounds simple and yet the idea of protecting your stuff may mean very different things to different people. This article will attempt to simply this concept by first defining what asset protection is as a critical part of a […] Read more

Trust Amendment in Florida

Adaptability is an often-overlooked priority in estate planning.  After all, financial and family situations change.  The economy changes.  “The only thing that is constant is change,” as Greek philosopher Heraclitus famously put it.  So, when changes in your life inevitably occur, you want to be able to adapt your estate plan in Florida (or elsewhere) […] Read more

Florida Trust Administration

Life circumstances often require that we rise to the occasion when duty calls.  One of these circumstances occurs when a loved one passes and it is time to assume the duty of successor trustee of a family trust.  If this is your call of duty, I congratulate you for being entrusted with this important responsibility.  […] Read more

Lady Bird Deeds in Florida

Enhanced Life Estate Deeds, T.O.D. Deeds and Lady Bird Deeds in Florida Over the last twenty years or so, enhanced life estates have become an increasingly popular estate-planning tool in Florida.   Created by the memorably named “Lady Bird deed” (or the less catchy “TOD deed”), the surge in popularity has mostly arisen from two helpful […] Read more

Florida Medicaid Will

The topic of how “good estate planning” may be “bad Medicaid planning” has merited some serious attention, and this concern seems to be gaining traction in the uncertain world of elder law and Florida Medicaid planning. One example is where Florida revocable trusts and Florida asset protection techniques are implemented to safeguard estate assets, but little thought […] Read more

A-B Trusts and High Net Worth Estate Planning in Florida

A thoughtful estate plan not only reduces conflict between surviving family members, it also ensures that your wealth ends up in the right hands.  Careful planning maximizes the legacy you leave for the next generation and minimizes the transaction costs of administration and asset transfers.  Perhaps more importantly, though, a well-crafted plan is customized to […] Read more