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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
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Estate Planning

Home » Estate Planning » Page 15
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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning, Medicaid Planning
Posted September 27, 2016

Is it a good idea to have joint ownership of bank accounts?

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 [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Estate Planning
Posted September 16, 2016

Planning for a Spouse’s Death

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 [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Government Benefits, Guardianship
Posted August 12, 2016

Florida Senate adopts several elder care bills

Bill 0080 — Relating to Family Trust Companies This bill revises the Family Trust Company Act to require that all family trust companies apply as a licensed family trust company, register as a [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Medicare
Posted August 2, 2016

What are some of the federal regulations for home care workers that work through an agency?

If you hired a worker through an agency or non-profit, federal regulations require that you: You are responsible for making sure the home care workers receives minimum wage and any overtime pay, [...]

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By Bach and Jacobs PA
In Estate Planning
Posted July 12, 2016

How To Choose a Funeral Plot

When choosing a funeral plot, it is important to plan ahead in order to prevent spouses and relatives from undue stress during times of grief. During periods of mourning and grief, it is [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Medicaid Planning
Posted July 8, 2016

How is the appointment of a health care surrogate part of an advance directive?

It is important for everyone, young and old, to plan for both end-of-life care and unforeseen medical problems. There are certain documents you can prepare to appoint a trusted person to assist [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning
Posted July 5, 2016

Florida Intestate Rules: Children born through Assisted Reproductive Methods

A still developing area in Florida estate planning involves the rights of children born through assisted reproductive methods to the decedent’s estate. Assisted reproductive methods include in [...]

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By Bach and Jacobs PA
In Asset Protection Planning, Elder Law, Estate Planning, Firm News
Posted June 21, 2016

Babette Bach Esq. to speak at Compassion & Choices “End of Life” Seminar On June 22nd, 2016

Babette will be a speaker at the Sarasota Chapter of Compassion & Choices “Good-to-Go” Seminar tomorrow: Date: Wednesday, June 22, 2016 Time: 5:30 pm Location: Herald Tribune [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Medicaid Planning
Posted May 24, 2016

Florida’s Medicaid Penalty Factor to Increase Effective June 1, 2016 by Babette B. Bach, Esquire, Sarasota, Florida

As of June 1, 2016 the Department of Children and Families has amended their Medicaid rules to increase the penalty divisor for uncompensated transfers (i.e. gifting) from $8,346 to $8,662. This [...]

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By Bach and Jacobs PA
In Elder Law, Estate Planning, Probate
Posted May 24, 2016

How does Divorce affect Intestate Succession in Florida?

            When a divorce is finalized, a former spouse’s right to an inheritance through Florida’s intestacy laws ends.  This means that if a spouse dies without a will and their estate goes [...]

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