Asset Protection Planning

A big advantage of signing a Lady Bird deed is that it avoids probate of the property after you pass away. In many states, including Florida, there is a Medicaid estate recovery program that [...]

When applying for Medicaid, the government will review transfers the applicant made during a so-called “look-back” period, which includes the assets you’ve given away during the previous years. [...]

By signing a remainder deed with a reserved life estate, a grantor is able to designate a beneficiary to inherit her property while the grantor maintains ownership during her lifetime. A [...]

While a first-party supplemental needs trust is designed to allow a disabled beneficiary place their own funds or assets in a trust, a third-party supplemental needs trust is meant for family [...]

A first-party supplemental needs trust is created to allow disabled persons to receive the benefit of their funds in a trust while still qualifying for and receiving government benefits. An [...]

Unlike a living trust, a testamentary trust is provided for in a last will and testament, however its terms are established by an individual during their lifetime. The trust sets up the [...]

When choosing an elder law attorney, it is important to properly assess your circumstances and spend time reviewing attorneys in your area. At the end of the day, you want an elder law attorney [...]

As you get older, you may find yourself needing assistance paying bills and managing finances. Oftentimes, seniors will add their children and loved ones as co-owners to bank accounts. It is [...]

Unfortunately, financial abuse of seniors is a common occurrence. Family members, caretakers, and professionals can easily target vulnerable seniors and rob them of their finances and property. [...]

The death of a spouse is a somber and challenging topic to discuss, however, it is crucial to do so in order to secure your finances and estate. While you and your spouse may have already [...]