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Estate planning involves signing legal documents which those who are incapacitated due to a dementia diagnosis often cannot do.  For estate planning documents to be valid, they must be executed [...]

Florida’s Trust code allows courts to modify irrevocable trusts which are unambiguous but which have terms that are considered contradictory or wasteful.  Courts can modify trusts if the trust’s [...]

A new federal law allows individuals to help their loved one with special needs save for their future without jeopardizing their public benefits.  In December of 2014, the Federal Achieving a [...]

The most important aspect of the new legislative changes to the Florida guardianship law is the modification of the method of appointing an emergency temporary guardian.  Under the new law which [...]

A new Florida law seeks to better support elderly residents who are at risk of exploitation.  Previously, exploitation could only technically occur if an elder was exploited through intimidation [...]

Before you turn 59 ½ you will incur a 10% penalty for withdrawing money from your IRA.  However, there is an exception for people who are below the minimum age requirement but are considered [...]

Even if your gross income (prior to deduction) is above the minimum required to qualify for Medicaid ($2,199 for 2015), you may be able to become eligible by setting up a Qualified Income Trust [...]

Certain assets by their very nature can avoid probate.  Probate is not necessary to transfer certain jointly owned non-probate assets because these assets pass by operation of law.  In Florida, [...]