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Posts by category
- Category: business succession planning
- Category: elder law
- Category: Elder/Medicaid
- Planning for Long-Term Care FAQs
- Medicaid Trust: How It Helps Seniors Needing Nursing Home Care
- Understanding Elder Abuse
- What Is Elder Law?
- Will I Lose My House If I Need Help from Medicaid?
- How to Talk about the Practical Issues Associated with Aging with Your Parents
- Should I Purchase Long-Term Care Insurance?
- Do I Qualify for Veterans Aid and Attendance?
- Can I Get Social Security Benefits Based on My Deceased Spouse?
- Is It Too Late to Benefit from Medicaid Planning?
- What Is the Medicaid Look-Back Rule?
- Common Medicaid Planning Myths
- How Can Medicaid Planning Help Protect My Assets?
- Choosing a Nursing Home – How to Find the Right One
- Do I Need an Advance Directive?
- Social Security Retirement: Should I Take It Early?
- SSDI and SSI – What Is the Difference?
- Florida Medicaid Estate Recovery Program: What To Know
- Elder Financial Abuse – How to Protect Yourself and Loved Ones
- Will You Qualify for Medicaid for Seniors in Florida?
- Healthcare Surrogate: What is it and why should I have one?
- Do I have to pay the credit card and hospital bills of someone who died
- Category: Estate Planning
- Top 5 Benefits of Using a Revocable Living Trust in Estate Planning
- Who Actually Owns The Property in a Revocable Living Trust?
- How Much Does an Estate Have to Be Worth to Go to Probate in FL?
- What Is a Generation-Skipping Trust?
- Exploring Probate and Non-Probate Transfers: Understanding Your Options
- Estate Planning: There Are Many Tools in the Kit
- What Happens to Your Debt After You Die? A Guide to Estate Planning and Probate
- Aging in Place: Embracing the Benefits and Exploring the Medicaid Waiver for In-Home Care
- Legacy Planning: Things Money Can’t Buy
- Pet Ownership for Seniors: A Pet Trust Can Ease Longevity Concerns
- Top 10 Inheritance Planning Tips
- Digital Estate Planning Is a Must
- How Should I Divide My Estate Among My Adult Children?
- Updates to Your Estate Plan: Relocating for Retirement
- Avoiding Probate: How Your Estate Plan Helps
- What Is a QTIP Trust and Why Would You Need One?
- Asset Protection and Estate Planning: Securing Your Legacy
- IRA Estate Planning: 5 Important Facts
- Capital Gains Tax on Inheritances and the Stepped-Up Basis
- Living Trust Questions Answered
- Irrevocable Trust and Revocable Trust: What’s the Difference?
- Estate Planning Is Easier Than You Think
- Can I Disinherit My Spouse in Florida?
- Long-Term Care Planning Month Is a Great Time to Plan
- Do You Need to Include a Letter of Instruction in Your Estate Plan?
- Understanding Incapacity & Why It’s So Important
- Divorce and Your Estate Plan
- What Does It Mean If I Need to Submit an Estate Accounting?
- Why Does Liquidity Matter in Your Estate Plan?
- Provide for Your Children in Your Estate Plan When You Get Remarried
- Health Care Surrogate: What You Need to Know
- Importance of Incapacity Planning: Using a Living Trust
- How to Plan for the Possibility You Will Need Long-Term Care
- The Intersection of Legacy Contacts and Estate Planning
- 6 Important Estate Planning Steps
- What To Do When A Parent Passes Away
- Planning Your Estate Now
- Intestate Succession
- The Types of Trusts You Need to Know About
- Estate Planning as Young Adults
- Britney Spears conservatorship…What Is Happening?
- Estate Planning 101
- What Are Your Rights As A Beneficiary?
- What is Estate Planning?
- Don’t Be a Scrooge and Create an Estate Plan for Your Family
- Probate Cannot Be Avoided by the Elite
- Refer Your Client to Stivers Law
- What to Consider Before Using a Safe Deposit Box for Your Last Will and Testament
- What Happens to Your Young Children after You Pass Away?
- How Estates Are Inherited in Florida
- Revocable v. Irrevocable Trusts: What Is the difference?
- How to Get Money Out of a Loved One’s Bank Account After They Pass Away?
- Lady Bird Deeds: How an Enhanced Life Estate Deed Could Save You Money
- Category: Estate Planning
- What Happens If Siblings Cannot Agree on Splitting an Inherited IRA?
- Got Shortchanged in the Will? How to Handle an Unequal Inheritance
- Power of Attorney vs. Executor of Estate: Who’s Who in Estate Planning?
- Do All Heirs Have to Agree to Sell The Estate’s Property in Florida?
- Estate Planning Checklist: 10 Legal Documents For Your Estate Plan (2023)
- Can an Executor Decide Who Gets What in an Estate?
- Are You Protecting Your Assets from All Threats?
- Creating A Trust: 5 Mistakes Parents Make
- Estate Planning Terms Explained
- Estate Planning Meeting: What You Should Know
- Estate Planning for Parents
- How Long Will a Beneficiary Have to Wait to Receive Their Inheritance?
- Steps to Take after an Alzheimer’s Diagnosis
- How Does Legacy Planning Fit into My Estate Plan?
- Can a Beneficiary Sell Her Trust Benefits?
- Is It Better to Gift Now or After I Am Gone?
- What Is the UTMA?
- 5 Mistakes You Can Avoid When Creating Your Estate Plan
- Probate and Sibling Disputes
- Preventing Conflict Over Your Estate
- Pre-Paid Funeral Contracts – Are They a Wise Choice?
- How Does “Portability” Work?
- How Is Estate Planning Different for Couples Without Children?
- Grandparents and Gifting – Why a Living Trust May Be Best
- How Does Getting Remarried Impact an Estate Plan?
- 5 Reasons to Make Sure You Do Not Leave Behind an Intestate Estate
- Charitable Gifting and Your Estate Plan
- How Estate Planning Can Protect Unmarried Couples
- What Are the Most Popular Estate Planning Documents?
- Advantages and Disadvantages of Sharing the Details of Your Estate Plan
- How Your Estate Plan Can Help Prevent Litigation
- How Can Estate Planning Help Reduce Estate Taxes?
- The Equal Division Dilemma
- How to Pass Down More Than Just Your Assets
- How Does a Bypass Trust Work?
- If You Have Young Children Estate Planning Is Important
- Who Pays Taxes Due on Estate Assets?
- Common Asset Protection Strategies
- Discussing the Details of Your Estate Plan vs. Keeping the Details Private
- First Steps for a Newly Appointed Executor
- Choosing the Right Type of Life Insurance for Your Estate Plan
- Are Your Beneficiary Designations Current?
- Including Charity In Your Estate Planning
- Should I Use a Trust to Distribute My Estate?
- Why Estate Planning Is Never Truly “Finished”
- Pet Planning in Your Estate Plan
- Is Your Safety Deposit Box Really a Safe Bet?
- Estate Planning Mistakes and How to Not Make Them
- Is Your Small Business Protected in Your Estate Plan?
- If I’m Single Without Children, Why Do I Need an Estate Plan?
- Who Are My Fiduciaries and How Do I Choose Them?
- Category: General
- How to Get Involved in Military Appreciation Month
- Can I Create a Self-Titled Trust in Florida?
- How to Support Autism Acceptance Month
- Steps To Take Following The Death Of A Loved One
- Unclaimed Inheritance: What Happens To It?
- What Is a Memorandum of Intent?
- How Seniors Can Avoid Becoming the Victim of a Holiday Scam
- What You Can Do for Alzheimer’s Awareness Month
- June Is Alzheimer’s & Brain Awareness Month
- What Is an ILIT?
- What’s Happening to Britney Spears
- How do you know if Probate is necessary?
- How to Get Access to a Loved One’s Apple Account After They Pass Away?
- How do I transfer a car’s title into my name after the owner of the car dies?
- Getting older is no fun. At what point does one lose their legal rights?
- Category: Guardianship
- Category: legal education
- Category: Power of Attorney
- Category: Probate Administration
- What Happens During Probate?
- Non-Probate Assets and Why They Matter
- 4 Common Probate Mistakes You Can Avoid Making
- What Is Involved in Probating an Estate in Florida?
- Can an Appointed Executor Turn Down the Job?
- What Are the Steps Involved in Probating an Estate?
- Marriage and Probate in the State of Florida
- Three Reasons a Probate in Florida May Take YEARS
- Inside the Courtroom: What Happens During a Probate Hearing??
- Bob Marley’s Legacy: Reggae Music and Probate Battles
- Does a personal representative need an attorney?
- What is probate, what assets go through probate, and what doesn’t?
- Top 7 Most Frequently Asked Questions on Florida Probate.
- What is a small estate affidavit, and what do I need to know?
- How to do a Probate in Florida if you live in another country or state?
- What are the Requirements to be a Personal Representative in Florida?
- How To Proceed With Probate When There Are Missing Heirs?
- Out-of-State Heirs: 4 Things You Need to Know
- Surviving Spouse’s Right to Elective Share
- How Homestead Property Is Inherited by a Surviving Spouse and Adult Children in Florida
- Affidavit of Heirs: Speed Up the Probate Process by Locating Heirs
- Probate Nightmare: How to Deal With Fighting Siblings Who Can’t Agree to Sell the Home
- Two Things You (and Your Parents) Should Do Now to Avoid Having the Family Home Go Through Probate
- Probate 101: How to Locate Property in Florida After a Loved One’s Death
- 5 Reasons Probate Might Be Restarted
- Understanding Which Assets Are Required to Go Through Probate
- A Brief Overview of the Florida Petition for Discharge and Final Accounting
- 6 Common Causes of Probate Disputes
- Were You Named an Executor? 7 Reasons You Should Hire a Probate Lawyer to Help
- Understanding the Role of the Personal Representative of a Florida Estate
- Probate Explained: The Differences Between Formal and Summary Administration in Florida
- A Quick Q&A on Florida Probate
- Category: retirement planning
- Category: Special Needs Trust
- Category: tax
- Category: technology
- Category: Trust
- Tips for Picking the Right Person as Your Trustee
- Can You Contest A Trust In Florida?
- Do I Need to Appoint a Successor Trustee?
- Top 10 Trustee Responsibilities and Duties
- How Your Trustee Could Cause Your Trust to Fail
- How Can I Encourage a Beneficiary to Use an Inheritance Wisely?
- If I Have a Trust, Do I Still Need a Will?
- Making a Charity the Beneficiary of a Trust
- Does Florida Allow Me to Decant a Trust?
- Can I Be Personally Liable If I Serve as a Trustee?
- Is It Possible to Challenge a Trust?
- Can You Modify or Terminate an Irrevocable Trust in Florida?
- QDOT or QTIP?
- Trust Administration Mistakes to Avoid
- What Does It Mean If a Trustee Engages in “Self-Dealing?”
- Why You Should Consider a Professional Trustee
- What Are the Benefits of a Secret Trust?
- Common Trusts Explained
- How Much Discretion Should My Trustee Have?
- What Rights Do I Have as the Beneficiary of a Trust?
- Trustee Compensation – What You Need to Know
- Grantor Retained Income Trust: What Is It?
- Category: Uncategorized
- Category: Wills
- Will or Trust: Which One Is Right for Me?
- How Do I Know If I Need More Than a Simple Will?
- How Is an Ethical Will Different from a Basic Last Will and Testament?
- How Do I Amend My Will?
- Do I Need an Attorney to Create a Last Will and Testament?
- What Is a No Contest Clause in a Will?
- How Do I Prove Lack of Testamentary Capacity in a Will Contest?
- All Wills Are Not Created Equal
- Contesting a Will in Florida – What You Need to Know
- Should I Use a Will or a Trust to Distribute My Estate?
- Living Will: What is it and why should I have one?
- Steps to Take to Locate a Missing Will
- A Last Will and Testament or a Living Trust… Which is better?
- Creating a Will in the State of Florida