by John Richert | May 13, 2019 | Estate Planning
There are several documents that all people should include in their estate plans. These documents are: a last will and testament, durable power of attorney, living will, designation of health care surrogate, and designation of preneed guardian. Last will and...
by John Richert | Apr 10, 2019 | Estate Planning
If you are a small business owner in Florida, you need to have an estate plan. In the probate process, the treatment and distribution of an ownership interest in a small business can be complex and expensive. Depending on the structure and business type, the business...
by John Richert | Mar 3, 2019 | Estate Planning
When we are helping clients design their Florida estate plan, one of the most common questions that we receive is whether the person should include specific items of tangible personal property in the will itself. Usually, our recommendation is that items of high...
by Patrick Quarles | Feb 8, 2019 | Current Events, Estate Planning, Probate Administration
The nature of practicing in estate planning and probate means spending time around people who are often of advanced age. One of the most common phrases we hear is “I really need to take care of my will” (usually followed by not taking care of their will). Current...
by Patrick Quarles | Jan 18, 2019 | Estate Planning, Medicaid Planning
Florida Medicaid planning is a complex undertaking. If you read our previous post about Medicaid planning in Florida, you know that it is crucial to have a plan for funding skilled nursing care, such as care in a nursing home. We create Medicaid plans for people...
by Patrick Quarles | Dec 17, 2018 | Estate Planning
The holidays is a time of year when people are most likely to make time to see each other. Families gather and spend a lot of time together. We also tend to feel our most generous around the holidays. To some people this may be the perfect time to tell their...
