Category: Estate Planning

Elder Law Planning: Balancing Long-Term Care Costs with Leaving a Legacy

Reviewed by Daniel Wagner The cost of long-term care in Florida is significant and rising. A private nursing home room…

Mark K

Trusts for Special Needs: Protecting Loved Ones Without Jeopardizing Benefits

Reviewed by Daniel Wagner When a family member has a disability, leaving them money or assets in a traditional way…

Mark K

Why Florida’s Homestead Rules Can Make or Break Your Estate Plan

Reviewed by Daniel Wagner For many Florida residents, the family home is the most valuable asset they own. It is…

Mark K

Is a Trust Always Better Than a Will?

Reviewed by Daniel Wagner No. A trust is not always better than a will. Both tools serve different purposes, and…

Mark K

Can My Healthcare Power of Attorney and Living Will Override Each Other in Florida?

Reviewed by Brian D. Gottlieb In most situations, no. A healthcare power of attorney (called a healthcare surrogate in Florida)…

Mark K

Can You Avoid Probate in Florida?

Navigating the complexities of probate can be a challenging aspect of estate planning, particularly in Florida. Many Floridians wonder whether…

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How Do You Include Digital Assets Into Your Estate Plan?

In the digital age, estate planning has expanded beyond physical assets and financial accounts to include a range of digital…

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Moving to a New State? 7 Steps to Take to Get Your Affairs in Order

Moving to a new state can be an exciting time that brings welcomed opportunities and new experiences. However, a change…

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