If you believe that you or an elderly person are being exploited financially, take immediate action to protect the alleged victim of the exploitation. Acting quickly can increase the chance that [...]
A resident who qualifies for the homestead exemption can also be eligible for the senior exemption providing that at least one owner of the property is 65 years of age or older and they meet the [...]
If you believe that you or an elderly person are being exploited financially, take immediate action to protect the alleged victim of the exploitation. Acting quickly can increase the chance that [...]
Because skilled nursing facilities are basically medical facilities, all expenses incurred including room and board are deductible for income tax purposes. However, independent [...]
If the client’s physician prescribes assisted living pursuant to a plan of care and the client has either severe cognitive impairment or is chronically ill, 100% of the cost of the [...]
Executors are tasked with locating the heirs identified in estate planning documents but this can often prove difficult and, sometimes, an heir cannot be located. When this happens, Florida [...]
If you are the personal representative or trustee of an estate, you have certain fiduciary obligations regarding the investment and use of the probate or trust assets. You should be [...]
No, a testamentary trust is usually created by a person’s will and has assets transferred to it during the probate process. These assets are then distributed by the trustee according to the [...]
Florida law does not allow for a total disinheritance of a surviving spouse or surviving minor children. These family members have the right to claim an “elective share” of assets which usually [...]
A children’s trust or a standby trust for minors can be set up to help manage the inheritance of a beneficiary who is underage. If a beneficiary is not 18 or another minimum age chosen by the [...]
