Expert Video FAQ
How Do I Protect My Family Inheritance in a Second Marriage Situation?
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...
Is Spend Down Necessary for Florida Medicaid Eligibility?
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...
What is Probate?
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...
What if you pass without a Will?
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...
How to Plan for Aging
One of the essential pieces of our work in analyzing whether the estate planning that is in place is adequate or appropriate to satisfy the long term care needs of the client. Many estate planning documents were created for tax avoidance purposes. Changes in the tax...
Planning for the Well Spouse
I'm Jill Burzynski, from Burzynski Elder Law and today we will talk about Planning for the Well Spouse We work with many couples where one of the spouses is suffering from chronic long term illness. Planning for the care of the physically or cognitively...