Blogs

Many people may think trusts are only for wealthy people, but trusts are useful tools for estate planning of all sizes. They are used to manage and protect assets, control the distribution to beneficiaries, and continue family legacies. Types of Trusts There are many...

In Florida, a conservatorship is known as guardianship in the court of law. A conservatorship is a legal guardianship of an adult. Someone (or several people) can make decisions and act on behalf of another. The conservator is the person(s) with the power to make...

Most of us aspire to live a long and healthy life. While we admire senior citizens for their wisdom, their long life is often accompanied by grief as they outlive their spouses, friends, and sometimes even children. If they can’t maintain and make new meaningful...

Buying a home can be a long and complex process, even when everything is going well. For those with physical or developmental disabilities, buying a home can be an even more difficult prospect. Fortunately, there are resources available to help you with your search....

More than ever, the COVID-19 pandemic has made Americans aware of the importance of having a will, a living will, and perhaps a living trust. Still, this knowledge is not translating into estate planning action. No matter your age or asset level, having a will is...

It is important to consider certain criteria before you choose someone to represent your estate (executor) or take on the responsibility of representing an estate. These include the complexity of the task and the order in which it should be pursued. Beyond the...

Millions of Americans receive comprehensive health coverage and financial protection through Medicaid, a federal and state public health insurance program. The program helps low-income families, individuals, and people with disabilities receive adequate health care...

It is probably the last thing on the minds of couples who are getting married for the second (or third) time that they think about losing assets because their new spouse is ill. But that could happen. Costs for long-term care have been rising significantly for years...

Grantors typically become trustees of special needs trusts (SNTs) they create for loved ones with disabilities. However, it is crucial to choose a successor trustee who will continue properly managing the SNT to benefit the special needs individual. When selecting a...

Grieving from the loss of a loved one and receiving an inheritance are both emotional experiences. The loss of a loved one is sad but the influx of funds can bring joy or relief. It can be hard to think and plan objectively. After receiving an inheritance, some people...