South Florida Estate Planning News
Recent Posts and Articles
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel helpless during this pandemic. In fact, now is a great time to be proactive and plan ahead should you or a loved one fall ill. One of the most important and relatively easy things you can do (and should do) is to select a medical agent and set up your advance healthcare directive.
Read MoreHow Your Stimulus Check Affects Medicaid Eligibility
Medicaid recipients are wondering how the payment from the stimulus check will affect their eligibility.
Read MoreYou Can Now Meet With Your Doctor Remotely! Telehealth Coverage Expanded
As part of its response to the coronavirus pandemic, the federal government is broadly expanding coverage of Medicare telehealth services to beneficiaries and relaxing HIPAA enforcement. This will give doctors the ability to provide more services to patients remotely.
Read MoreWhatever Happened to “The Reading of the Will?”
Many movies and television shows have a scene where a family gathers around a big table after a relative has died to listen to the reading of the will. While this makes for a dramatic scene, one that may have been more common when literacy rates were lower, it doesn’t usually happen this way in the modern world.
Read MoreWhy You Should Reevaluate Your Estate Plan Now
Unfortunately, this global health crisis can affect all aspects of your life. You should make sure you have these essential documents in place to protect yourself and your family
Read MoreProtect Your Loved One in a Nursing Home During the Pandemic
If you have a loved one in a nursing home, read how to ensure your loved one remains healthy.
Read MoreProtecting Yourself Today amid Covid-19 scams and scares!
Computer Virus Scams and Fake Cures – How to protect yourself during this epidemic.
Read MoreHow to Plan for Quarantine or extended illness
Now is the time to make sure you are protected if you are quarantined or if you get sick! You will rest easier if your basic estate planning is done. But everyone should have these three basic documents, regardless of their wealth or health.
Read MoreBank Pays Price for Failing to Honor a Power of Attorney
A durable power of attorney (POA) allows the person creating the POA, called the “principal,” to name a trusted agent who can act on his behalf in almost any situation. But because of the risk of abuse, many banks will scrutinize a POA carefully before allowing the agent to act…
Read MoreUnderstanding the Differences Between a Revocable Trust and an Irrevocable Trust
Trusts can be useful tools to pass assets to the next generation, protect your assets, save on estate taxes, or set aside money for a family member with special needs. The question I hear most often regarding trusts is “What is the difference between a Revocable Living Trust and an…
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