Understanding the Florida Medicaid Spousal Impoverishment Rules
At some point during your “Golden Years” you may find that you need to qualify for Medicaid to help cover... Read More
Medicaid Planning Blog
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack...... Read More
Estate Planning, legal education 
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family...... Read More
Estate Planning, legal education 
Have You Missed an Important Area in Your Estate Plan?
Having an estate plan in place is important for every adult without regard to age, wealth, or family status. To... Read More
Estate Planning 
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early...... Read More
Estate Planning, legal education 
5 Important Estate Plan Documents
Given the unique nature of estate planning, no two estate plans will be exactly the same. Nevertheless, there are some... Read More
Estate Planning 
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate Planning Attorneys held its semi-annual conference providing education on selected topics designed to...... Read More
Estate Planning, income taxation, legal education 
Blended Family Estate Planning Essentials
Remarriage after divorce often results in a blended family. Blending two families into one is rarely easy. Sometimes, the tension... Read More
Blended Families 
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax...... Read More
Estate Planning, legal education 
Is a Grantor Retained Income Trust Right for You?
Tax avoidance should be one of the most important components of an estate plan for anyone with a moderate to... Read More
Wills and Trusts 
How Can an Elder Law Attorney Help Me?
As the older population in the United States has increased in recent years, legal issues related to the elderly and... Read More
Elder Law 
Common Trusts Explained
Most people are familiar with the concept of a trust; however, the thought of creating a trust can be a... Read More
Trust, Uncategorized