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22 Jan

Are Wills Public Record?

Estate Planning, Probate, January 22, 2024

Last Will and Testaments (“will”) contain crucial information about the distribution of assets upon a person’s demise, which raises questions about their accessibility to the public. After going through probate,.

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14 Dec

Lady Bird Deeds: A Different Kind of Life Estate

Estate Planning, December 14, 2023

Life estates let you transfer property while retaining the right to live there until your passing. As the grantor, you become the life tenant. Lady Bird Deeds, or enhanced life.

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5 Dec

Do You Need a Spendthrift Trust?

Estate Planning, December 5, 2023

Forbes predicts a $30 trillion wealth transfer from the aging population. The median inheritance is $69,000, with trust fund transfers at $285,000. However, an Ohio State University study found that.

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11 Nov

​​Veterans Service Pension Benefits

Miscellaneous, November 11, 2023

As a nation, we celebrate Veterans Day every November 11 to honor the dedication and sacrifice of our service men and women. In line with this we are dedicated to.

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24 Oct

What Documents Are Required for a Medicaid Application?

Medicaid Planning, October 24, 2023

To qualify for long-term care under Medicaid, applicants must demonstrate limited income and assets. Rules vary by state, but generally, an income exceeding $2,742 per month (2023) and countable assets.

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16 Oct

Unlocking the Power: The Top 10 Benefits of a Comprehensive Power of Attorney

Estate Planning, October 16, 2023

A highly detailed, comprehensive power of attorney is a legal tool that offers an array of advantages, particularly for seniors. While many powers of attorney are too general and may.

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19 Sep

Navigating the Role of Power of Attorney: Responsibilities and Considerations

Estate Planning, September 19, 2023

Being appointed as an agent under a power of attorney is both an honor and a significant responsibility. In this edition of our newsletter, we delve into the role of.

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6 Sep

Collaboration Between Medical Professionals and Elder Law Attorneys: Enhancing Elder Care

Miscellaneous, September 6, 2023

In the realm of elder care, the partnership between medical professionals and attorneys holds significant potential for enhancing the well-being of older individuals. An article in the American Bar Association’s.

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21 Aug

How Seniors Can Take Steps to Deter Depression

Miscellaneous, August 21, 2023

It is easy to succumb to the dark clutches of depression at any stage of life. Life is full of surprises and twists, and not all of them have a.

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7 Aug

Aging in Place: Is It the Right Choice for You or Your Loved One?

Long Term Care, August 7, 2023

As people grow older, many wish to continue living in the comfort of their own homes and communities rather than moving into assisted living facilities or nursing homes. This desire.

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Helping people age with grace and dignity while protecting their legacy

Recent Blog Posts

  • How the Step-Up in Basis Can Save Your Family Thousands in Taxes April 23, 2026
  • Power of Attorney: The Overlooked Document That Could Cost Your Family April 10, 2026
  • Protecting Family Legacy Property in Long-Term Care Planning March 16, 2026

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954-637-1300
  • Home
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