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What is a Qualified Income Trust?
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...
What is a Special Needs Trust?
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...
How to Prove a Will Without a Self-Proving Affidavit.
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...
What Will happen to Chadwick Boseman’s Estate?
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...
Florida Estate Planning: I’ve moved to Florida, should I change my estate plan?
If you’ve recently moved to Florida, reviewing your estate plan may be one of the last things on your list of things to consider. However, whenever you move to a new state it is always worthwhile to review your estate plan and make sure that the documents comply with...
Florida Probate: What is the difference between costs of administration and claims?
The probate process, particularly formal probate administration, in Florida may be more costly than many people realize. We have previously detailed typical costs for both formal and summary probate administration here. However, this post will specifically focus on...
The Probate Process: Why is it taking so long?
How long does Probate take? Well, the best answer any attorney can provide is it depends. We generally hesitate giving an exact timeframe because each situation is different and unexpected things may occur throughout the process that can either speed things up or slow...
Health Care Surrogate During Coronavirus
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...
Is Tech Making Lawyer Better or Worse?
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The Most Pervasive Problems in Lawyer
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What’s Holding Back the Law Firm Industry?
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5 Reasons Your Law Firm Is Broken (And How to Fix It)
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A Trip Back in Time: How People Talked About Law Firm 20 Years Ago
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Undeniable Proof That You Need Attorney
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The 3 Greatest Moments in Attorney History
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What is the best way to make a will in Florida?
While looking up how to make your will, you probably found a ton of advice: forms at office stores, articles on financial websites, legal websites that have you answer some questions and spit out a form will, and finally, an estate planning attorney. Every category...
Estate Planning and Coronavirus
Often in consultations I have to make up hypothetical situations to illustrate the usefulness of lifetime documents like a durable power of attorney and a health care surrogate. If you’ve been in a consultation with me, you’ve probably heard the story of my broken...
What is a Joinder, Waiver, and Consent?
One question we get often is “I got this joinder, waiver, and consent- should I sign it?” Like many other questions we receive there is not a one size fits all answer. The answer will depend on a number of factors. These often include the relationships of the...