Category Archives: Legal

What happens to your assets if you or your spouse need to go into a nursing home?

medicaid

| 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: […]

What is a revocable living trust and do I need one?

will-testament-800

| 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 […]

Important Documents You Should Have in Place Now

women doing paperwork

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 wishes and provide for your needs if you should become incapacitated. Estate Documents You Need to Have in […]

What happens to your email when you die?

Gmail on Apple computer

| 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 […]

You may not know this detail about elder law and estate planning

senior couple getting counseling

| 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 […]