News & Resources

Medicaid Planning 101: What You Need to Know

Medicaid is the joint state-federal program that pays for nursing home benefits. Since it is a joint program, the requirements vary from state to state, although the program itself is fairly uniform. This summary reflects only Florida law, and is current as of December 2017. General Requirements to Qualify for Medicaid Allowable Assets In general, the person seeking to qualify cannot have more than $2,000 of assets in his or her name ($3,000 combined limit […]

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Social Media, Cloud Files, and More: Estate Planning for Your Digital Assets

These days, most of us find ourselves living in a technology-driven world—from our social media accounts, to our online bill pay, and even our food delivery services. But what happens to those accounts when you die? Well, if no end of life planning is done, the answer could be a nightmare for your family. When most of us sign up for a new account, whether it be a bank account, social media, or storage service, […]

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After Diagnosis: What Medical Advance Directives Do You Need?

Being diagnosed with a life-changing or life-threatening illness is frightening. In addition to receiving a scary diagnosis, all the meetings with physicians, researching treatment options, having family discussions, and decision making can quickly become overwhelming and exhausting. The seemingly endless medical and insurance paperwork turns into a full-time job – at a time when you need all your strength and energy to focus on battling your illness. With the hope of taking some of the […]

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Are You in Control of Your Life Choices?

It is a common misconception that only the very wealthy need an estate plan. But the reality is most people can benefit from one. It puts you in control of what happens not only after death, but also during your life if you become incapacitated. With an Estate Plan You choose who acts on your behalf when you are unable You make decisions regarding life support You choose who makes medical decisions You choose how […]

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Have a Disabled Family Member? Consider a Special Needs Trust

If your family includes someone with a disability who qualifies for government benefits such as Medicaid or SSI, you may want to consider a special needs trust as a part of your estate plan. The government typically only provides for essential needs, so your loved one receiving these benefits is likely to be at or even below the poverty level. Some of our clients supplement what the government provides through gifts, payments of rent, etc., […]

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Attention Entrepreneurs: Your Estate Plan May Be Outdated

Nine out of ten successful entrepreneurs have an estate plan, according to a recent survey. Unfortunately, 85% of those estate plans are over five years old. Due to changing tax laws, that means most of these entrepreneurs have estate plans that are out of date. That could mean missed tax savings or unforeseen tax liabilities.  To ensure you are not one of those nine entrepreneurs, we recommend scheduling an estate planning conference with our office. […]

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