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Resources

What is a Care Plan Meeting?

What is a Care Plan Meeting?

If you have a loved one in a nursing home, you will soon hear the term “care plan meeting.” Shortly after moving in a new resident, each nursing home is required by the Florida Department of Elder Affairs to develop a plan of care. This helps the facility know what...

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The “New Normal”

The “New Normal”

We are all getting restless with the “new normal.” With some states starting to open up you may be wondering how you will know if it is safe to leave your shelter-in-place. Of course it was always ok in Florida to go out for essentials (medical care, groceries,...

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Coronavirus and Dementia

Coronavirus and Dementia

Everyone is still trying to adjust to the brave new world of Covid-19. Things changed so quickly and thoroughly that it can be hard to remember that just a few short weeks ago we still were not too concerned about the threat. Now events are cancelled and most people...

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Cremated Remains Are Not Property

Cremated Remains Are Not Property

In the Florida 2016 legislative session, the statute about cremation was amended to provide that cremated remains are not property and are not subject to partition for purposes of distribution as other estate assets such as real property or brokerage accounts.  This...

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Failing to Make an Estate Plan

Failing to Make an Estate Plan

If you fail to plan, you are planning to fail”-Ben Franklin This quote from Ben Franklin applies to the estate planning world.  In our practice we continually see clients who have never made an estate plan.  These are smart, successful people retired from impressive...

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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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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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Medicaid 5 Year Look-Back Penalty

Medicaid 5 Year Look-Back Penalty

You may never have heard of the Medicaid 5 year look-back penalty.  Or you may have heard of a “five-year period” without being clear what that meant. You get busy with health, financial and insurance information when going through a long-term placement for...

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Death of a Loved One

Death of a Loved One

The passing of a loved one is a very difficult time for family members. Many things will need to be accomplished in this difficult time of grief. Some things should be accomplished by family members; others may require the assistance of professionals including a CPA...

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Avoiding Probate

Many people believe that probate is something that should be avoided in all cases. When asked why probate should be avoided, people often express that probate will be a very expensive and time consuming process. These perceptions are not necessarily true. The efforts...

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VA Changes (Finally) Finalized

VA Changes (Finally) Finalized

The VA has been talking about implementing changes to the Aid and Attendance or Improved Pension program since 2015. They are finally publishing the final rule in the Federal Register today. We have covered in previous articles the proposed changes and will not...

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