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 John Richert | Apr 21, 2020 | Uncategorized
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...
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...
by Patrick Quarles | Mar 17, 2020 | Estate Planning, Uncategorized
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...
by Patrick Quarles | Mar 3, 2020 | Uncategorized
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...