by Patrick Quarles | Apr 13, 2021 | Estate Planning, Formal Administration, Probate Administration
When creating a will, the testator (the person who creates the will) names one or more beneficiaries to receive their property upon their death. Beneficiaries are usually assigned with the assumption they will live long enough to obtain the testator’s property;...
by Patrick Quarles | Apr 6, 2021 | Medicaid Planning
I’ve had many conversations with families on the pros and cons of Medicaid. Many families feel that the Medicaid process is too stressful or do not understand how it will benefit their loved ones. This is especially true with Medicaid because of the specialized...
by Patrick Quarles | Mar 29, 2021 | Probate Administration, Summary Administration
As probate professionals, people reach out to us when they are not sure how to take the first step after losing a loved one. Sometimes they have only a partial understanding of their loved one’s financial situation. A few cases have been with people who were managing...
by Patrick Quarles | Mar 23, 2021 | 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, is that the state would rather pay public benefits for one person if it will keep two or three of their loved...
by Patrick Quarles | Mar 19, 2021 | Medicaid Planning
Florida has a reputation for being home to many Americans who are advanced in age. This is for several reasons: no state income tax, beautiful weather, beaches, and affordable cost of living. One reason that is very important, but often overlooked, is that our rules...