| Written by Wendy Mara | One of the goals of estate planning is to help clients avoid estate planning probate. No, everyone does not have to go through probate. And no, contrary to popular belief, a will does not avoid probate. A will is not self-executing; that is, it doesn’t transfer ownership of assets […]
Category Archives: Estate Planning
Estate Planning, Legal
What happens to your assets if you or your spouse need to go into a nursing home?
05
Nov
Nov
| Written by Wendy A. Mara, J.D., M.B.A | Long-term care planning is key to protecting your assets should you or your spouse need to go into a nursing home. In Florida, the Department of Children and Families (“DCF”) determines your eligibility for Medicaid Long Term Care (“Medicaid LTC”). DCF looks at two separate things: […]
19
Oct
Oct
| Written by Andrew C. Grant | One of the most frequent questions I get when meeting with new clients to plan for their estates is whether they need a trust or not. This question is usually prompted by a lack of information, or misinformation, as to what a trust does as part of a […]
11
Oct
Oct
| Written by Andrew Grant | As a child of the 80’s, when I heard the term “digital” it usually had to do with watches, and when I finally got one I thought it was one of the coolest things ever. It was really the only “digital” asset I had. Now, of course, most of […]
11
Oct
Oct
| Written by Andrew C. Grant | Any caricature of Florida inevitably shows a sizable senior population, which makes it no less true. With an aging population come certain needs, including increased needs for health care and day-to-day living assistance. Lawyers who work in Elder Law seek to assist clients with those needs in an […]
10
Oct
Oct
| Written by Andrew C. Grant | We all know the cast of characters that make up our families can be as varied as the shells that wash up on the beach. Sometimes that cast includes persons with special needs; needs that prevent them from being able to take care of themselves; needs that prevent […]
06
May
May
Do you dream of leaving your loved ones a legacy? According to a study released by Merrill Lynch and Age Wave, almost half of Americans 55 and older do not have a will. What is even more shocking is of that 50%, only 18% of seniors have a will, a health care directive, and durable […]
Approved Vendors, Elder Law, Estate Planning, Legal
Need help in elder law, estate planning, Medicaid, etc.?
20
Jul
Jul
Legal difficulties are a headache, at best, and a nightmare, at worst. It’s incredibly intimidating to navigate the legal world, whether your concerns are estate and finances, health and medicine (especially Medicaid), or more personal issues. Trying to figure out where to go to for help seems impossible. But for seniors in Flagler and Volusia […]
It’s never too soon (or too late) to start senior life transition planning. Mr. Andrew Grant, Esq., can help you with estate planning, wills, trusts, elder and tax law planning. Take a quick look inside our senior living magazine at PAGE 20 or go to Tax and Estate Planning.
You own more than physical property, financial assets or real estate. Your Digital Assets may be an important part of your estate and they should be covered in your will. Read about “Managing Digital Assets in Your Estate Plan” by clicking the link.
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