by Patrick Quarles | Mar 15, 2021 | Estate Planning, Probate Administration
By creating a will, a person gets to decide what will happen to their estate when they pass away. So, if a will is never created, who decides the fate of the deceased’s estate? In Florida, the answer to that question is the state of Florida. Passing without a will is...
by Patrick Quarles | Mar 5, 2021 | Estate Planning, Uncategorized
Do you have a will with terms that are outdated or no longer align with your wishes? If so, you always have the option to make changes to your will. People may choose to change or update their will at any time for whatever reason. If you have a will with terms that...
by Patrick Quarles | Feb 26, 2021 | Medicaid Planning, Uncategorized
A qualified income trust (QIT) is a Medicaid planning technique used often by Medicaid recipients. A QIT allows one to still qualify for Medicaid if their monthly income exceeds the limit set by Medicaid. Not every state recognizes QITs, but Florida does. As of...
by Patrick Quarles | Feb 22, 2021 | Estate Planning, Medicaid Planning, Uncategorized
Did you know there is a way to provide funds for someone who is disabled or ill without reducing their eligibility for Medicaid or other government disability benefits? This can be done by setting up a special needs trust. All assets placed into a special needs trust...
by Patrick Quarles | Feb 4, 2021 | Formal Administration, Probate Administration, Summary Administration, Uncategorized
Proving a will by Petition to Appoint Commission Before a will can be admitted to probate for administration, it must first be proven for its validity according to the terms in Florida Statute §733.201. Most often, a will is either self proving or can be proven by the...