by Patrick Quarles | Apr 12, 2024 | Medicaid Planning, Uncategorized
Florida’s Medicaid rules are numerous and often confusing. We explain why planning for Medicaid is so important here. One theme that is consistent in Florida would rather pay public benefits for one person if it will keep two or three of their loved ones from needing...
by Patrick Quarles | Jul 16, 2021 | Estate Planning
A power of attorney is a legal document that gives someone the authority to make legal decisions on someone else’s behalf. A power of attorney creates a principal-agent relationship; the appointed person will act as an agent for the person (principal) who appointed...
by Patrick Quarles | Jun 25, 2021 | Estate Planning, Uncategorized
Incapacity means not having the physical or mental ability to do certain tasks or make important decisions. For example, if you cannot physically go to the bank to do transactions that require you to appear in person, or if you cannot understand the transactions you...
by Patrick Quarles | May 24, 2021 | Estate Planning
Most people assume estate planning is a task you can put off until your later years. However, even the young, healthy, and not so wealthy can benefit from estate planning. Although it may not be crucial for young adults to use every estate planning tool in the book,...
by Patrick Quarles | Apr 19, 2021 | Estate Planning, Uncategorized
Florida Trusts can serve many purposes, but they all have one thing in common: Every trust must have someone named as its trustee. A trustee is someone who is appointed by the settlor (creator of the trust) to have the legal authority to hold and administer the...
