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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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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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Informal Estate Plan

Informal Estate Plan

Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...

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How Should I Hold Title To Real Property?

How Should I Hold Title To Real Property?

Many people ask what is the best way to hold the title to property such as their home. Often they are asking because they believe that there will be a time soon when they cannot live safely on their own. If a move to an independent or assisted living facility is...

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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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Aid and Attendance

Aid and Attendance

By Daniel A. Burzynski Many Veterans are not aware of the benefits they have access to by virtue of their service. Specifically, Veterans who served during war-time may be entitled to a monthly pension amount to help pay for their unreimbursed medical expenses. The...

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