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...
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Do you have a will with terms that are outdated or no longer align with your wishes?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...
