by Jill Burzynski | Aug 6, 2018 | Blog, Expert Video, Trusts, Video
Do I need a trust? Clients must have trusts explained in order to know if one is advisable. A trust is a set of directions that dictate how your property is to be managed during your lifetime and after your death. A revocable trust includes the ability for you to...
by Jill Burzynski | Jul 23, 2018 | Blog, Expert Video, Medicaid, News Article, Trusts, Video
Dealing with second marriage situations can be tricky. I was talking to a man the other day who told me that his wife of 10 years is suffering from dementia. He explained that her children were her health care agents and are her successor trustee of her living...
by Jill Burzynski | Jul 16, 2018 | Blog, Guardianship, Video
“What is a guardian?” is a question I often hear when adult children have to come to terms with an aging parent who is failing cognitively. Guardianship is the legal process whereby a person who is functionally incapacitated is judicially determined unable...
by Jill Burzynski | Jul 9, 2018 | Blog, Expert Video, Video
Florida Medicaid Eligibility I often receive calls from families who tell me that they believe they have to spend down a nursing home resident’s funds until the resident meets the eligibility criteria for Medicaid. These families have done internet research and...
by Jill Burzynski | May 23, 2018 | Blog, Expert Video, Probate and Trust Administration, Video
Probate is the process whereby a decedent’s assets which are held in his or her name alone, are transferred to the beneficiaries pursuant to the terms of the decedent’s Last Will and Testament or to the heirs if the person has no will. A person’s will provides for the...
by Jill Burzynski | Apr 26, 2018 | Blog, Estate Planning, Expert Video, Video
What Happens If a Person Dies Without a Will? There is a common misunderstanding that if a person dies without a will that the estate will go to the state. This is not true. When a person dies and has assets in his or her name alone, the estate will be...
