| Written by Andrew Grant | Many things happen all at once when the first of a married couple dies, and the survivor is left to deal with matters that may be unfamiliar and intimidating. Among the most intimidating issues the surviving spouse faces are the legal issues; how to transfer the house, what to […]
Category Archives: Legal
| 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 […]
Estate Planning, Legal
What happens to your assets if you or your spouse need to go into a nursing home?
| 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: […]
| 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 […]
| Written by Laurie Taylor | “By failing to prepare, you are preparing to fail.” ― Benjamin Franklin When I talk to clients about having their Estate Documents in place, I am often dismissed because “we don’t have enough money to worry about.” Estate Documents deal with much more than money. They also state your […]