Have You Heard of ABLE Accounts?
If you or a loved one have special needs, it is likely that you are currently accessing government benefits. These programs are designed to assist persons with special needs with everything from everyday cost of living to medical care and more. While these programs provide critical benefits, they can also feel restricting...
What to Know About Medicaid Planning
Medicaid is a complicated program to understand, but also one that is important to understand as it provides critical benefits to many across the U.S. It is a state and federal program that assists people with low income and limited financial resources with covering the costs of healthcare. While often confused...
What is a Qualified Personal Residence Trust?
There are so many tools in the estate planning toolbox that most people do not know about. This is part of the reason engaging in estate planning as early as possible is so important. Take the time to explore your options and find out what arrangements work best for you, your goals,...
Florida’s Intestacy Laws
State intestacy laws come into play when a person dies without a valid will in place. When someone passes away and they do not have a legally valid will in place, they are said to have died “intestate.” In the absence of having the terms of a will direct distribution of a...
Protecting Your Legacy from Heirs with Money Trouble
Over our lifetimes, we work hard to provide the best for ourselves, for our loved ones, and for our communities. When you plan your estate, you are making sure that your wishes are followed and your interests are protected for the rest of your life and even after you pass away. It...
Responsibilities of a Guardian
Will Contest Actions
How to Handle Tangible Personal Property Distribution
Well, you may have updated your beneficiary designations, established a trust or more, and retitled some property along your estate planning journey. This is great! These are things that will help ensure your legacy passes as seamlessly as possible to your loved ones. While most of us think of those assets...