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What about a DIY Estate Plan?

What about a DIY Estate Plan?

Sometimes clients tell me they will not need to sign a Will.  They believe they have taken care of asset transfers after death by adding their children to their bank accounts.  They may even have added a child’s name to the title of their homestead by signing a...

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What Are My Rights as a Will Beneficiary?

What Are My Rights as a Will Beneficiary?

When you’ve been named as a beneficiary in a Florida will, you may be unsure about what is required of you and what rights you may have.  Uncertainty can be stressful, particularly during a time when you’ve lost a loved one and family assets are being divided....

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Too Many Meds

Too Many Meds

Have you ever looked at your pills and thought to yourself “Wow, I take too many meds” or “I’m not sure why I take this pill.” Well you are not alone. The use of multiple medications or more medications than are medically necessary is know as polypharmacy.  In 2019,...

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Challenging a Will

Challenging a Will

When a person dies with a will, their will lays out who receives their property (called “heirs”) and who will manage and distribute their estate (called the “personal representative”).  For many reasons, potential beneficiaries can feel slighted by what they did...

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Does Insurance Cover Telemedicine Costs?

Does Insurance Cover Telemedicine Costs?

One of the ways COVID has changed our system is the large increase in telehealth meetings and clients often ask "does insurance cover telemedicine costs?"  Over the past year, telemedicine insurance coverage has evolved.  While telehealth is not a new practice, it has...

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Why “I Care a Lot” Would not Work in Florida

by Guest Blogger  Kevin J. Wimmer Florida Guardianship and Probate Attorney Mark Twain, a great storyteller, once said: “Never let the truth get in the way of a good story.” Funny quote.  However, in our age of conspiracy theories and the widespread dissemination...

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Common Signs of Elder Abuse

Common Signs of Elder Abuse

Elderly individuals often go through health issues they did not experience when they were younger and may have been unprepared to deal with.   Other seniors might have few living friends, and relatives scattered far from Florida.  This makes aging difficult both...

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How to Help a Family Caregiver

How to Help a Family Caregiver

Family caregivers sacrifice their own financial security, family time, and health to provide uncompensated care for elderly or disabled family members who need help.  Over 40 million Americans are thrust into the role of family caregiver, sometimes unexpectedly. ...

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Dangers of Trying to do Your Own Estate Plan

Dangers of Trying to do Your Own Estate Plan

People often wonder why they can’t just do their own estate plan.  There are will forms on the internet.  Banks try helpfully suggesting you add your kids as pay-on-death to your accounts.  What’s the big mystery?  We view it like medical care.  Yes, you can find...

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