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Companies and financial institutions are required under law to returns the money from abandoned accounts to the state of the owner’s last address. To find missing funds, you could begin your [...]

Unclaimed properties are the assets in accounts that have remained inactive for more than a year. This unclaimed property includes assets in checking and savings accounts, stocks, dividends, [...]

I’m thrilled to report a landmark settlement which will improve the quality and quantity of home care services for Medicaid enrollees receiving home and community based services. [...]

While it is common for people to put valuable assets in their living trusts, there is a long list of property that is usually excluded from trusts.   Property of Little Value Property of [...]

As our society has increasingly high divorce and remarriage rates, more individuals are faced with the task of updating or revising their Estate Planning documents to account for their change in [...]

Unlike a testamentary trust, which is set up in a will and takes effect after someone’s death, a living trust is established and funded during one’s lifetime. A revocable trust can also be [...]

Transferring one’s assets prior to applying for Medicaid can create several problems. The government does not want individuals transferring all of their assets to children and relatives in order [...]

Senate Bill 494, also known as the Florida Fiduciary Access to Digital Assets Act, took effect July 1, 2016. The act allows fiduciaries to manage digital assets and communications in the same way [...]

In the last blog, we discussed the issue of financial institutions refusing to honor powers of attorney and making clients sign their own institutions’ legal forms. In order to prevent this from [...]

In a recent New York Times article titled “Finding Out Your Power of Attorney Is Powerless,” the author discusses an issue that frustrates families and elder law attorneys alike —financial [...]