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...
by Patrick Quarles | Dec 18, 2020 | Estate Planning, Formal Administration, Probate Administration
It is no secret that I am a comic nerd, movie nerd, and game fan. All of these forms of media have some very good offerings from Marvel. I only became familiar with Black Panther in Marvel Ultimate Alliance. I enjoy a fantastic universe with some depth. So the lore...
by Patrick Quarles | Apr 16, 2020 | Estate Planning, Uncategorized
We have a lot of people asking for wills because of the coronavirus situation. A will is not the only document we include with our core estate plan. We include several documents that name the person or people you want to make health care decisions for you, even if you...
