People who have been to a major Florida city, including Jacksonville, Orlando, Tampa or Miami, will have no doubt noticed the massive influx of electronic scooters, bikes and skateboards. These vehicles are often ridden on sidewalks, to the chagrin of pedestrians, and on the sides of the road, to the…
Articles Posted in Asset Protection
SPOUSAL REFUSAL IN FLORIDA – IT SOUNDS HARSH, BUT IT CAN OFTEN BE THE EASIEST (OR ONLY) WAY TO GET MEDICAID
“Till death do us part” – These words serve as the basis for modern-day marriages. The idea initially was that marriage was a lifelong contract between partners and was only to be broken upon the death of one or both spouses. But what if the best way to save your…
Understanding the Florida Uniform Fiduciary Income and Principal Act: What It Is and Where We Are Headed – Part 2
In Part 1 of our article on Understanding the Florida Uniform Fiduciary Income and Principal Act, we introduced the recently enacted Florida Uniform Fiduciary Income and Principal Act (FUFIPA) and the 2002 Florida Uniform Principal and Income Act (FPIA) that it replaced. This…
Understanding the Florida Uniform Fiduciary Income and Principal Act: What It Is and Where We Are Headed – Part 1
Florida has been growing incredibly quickly. According to a study by U.S. News and World Report, the state was one of the top five places people moved in 2024, and Fort Myers, Florida, was the fastest-growing place of the year.[i] Florida cities comprise 7 of the top 10 spots on…
Estate Planning for Families Facing Addiction
Addiction is a serious illness that effects millions of families. Over 7,000 people died from overdose in Florida in 2020, the second most of any state (Statistics from Riverside Recovery, Tampa). Aside from illicit drug use, addictions to gambling, alcohol, or prescription medications can be just as dangerous and no…
The 99.5% Act – Time to Rethink Your Estate Plan?
While many do not think all of the “For the 99.5% Act introduced by Bernie Sanders plan on March 25, 2021 will become law, there is certainly concern over the gifting and estate tax portions which would seem to affect more than just the upper 1/2 percent of the US…
How to Select a Senior Living Arrangement for Your Elderly Loved One
How to Select a Senior Living Arrangement for Your Elderly Loved One Moving an older loved one into a new living arrangement is an emotional process. However, feelings aside, there are many practical steps we must take before a decision is made. From how to pay for custodial services to…
Have You Lost Your Job because of the Coronavirus?
Have you lost your job because of the Coronavirus? As an essential business, we are open and available to meet by phone by calling (904) 990-8000 or video conference We have a Certified Online Notary on staff. We have the ability to notarize documents online – even wills, deeds, and…
Why Estate Planning matters during the Coronavirus (COVID-19) and what you can do to prepare.
Why Estate Planning matters during the Coronavirus (COVID-19) and what you can do to prepare. On March 17th, the outbreak of Coronavirus has grown to at least 4,226 cases, and numbers are still growing. According to the CDC, Florida alone is ranging from 101-200 reported cases, and the elderly is a suspectable target. The…
Important Questions we all want to know about Estate Planning
In Florida, an estate plan provides you a plan for what happens to your assets at your death. Another crucial part of your estate plan, specifically your will, is where one nominates who will be the guardian of any minor children. Although the court will decide what’s in the best…