Southwest Florida
Estate Planning and Trusts Articles
- All
- Constitutional Law
- Elder Law
- Estate Planning
- Financial Planning
- Firearms Law
- Lifestyle
- News
- Pet and Animal Law
- Probate
- Tax Planning
- Trust Administration
- Veterans
- All
- Constitutional Law
- Elder Law
- Estate Planning
- Financial Planning
- Firearms Law
- Lifestyle
- News
- Pet and Animal Law
- Probate
- Tax Planning
- Trust Administration
- Veterans
Elder Law
Medicaid and Estate Planning Documents
People frequently hear that they should visit their attorney to have their wills and other important legal documents prepared, but many people procrastinate. Therefore, if you’re in that group, do not feel like you’re alone.
Read More
Elder Law
ABLE Accounts for Special Needs Planning
What is an ABLE account and who is eligible?
Read More
Estate Planning
Prince’s Estate Battle Drags On
Sunday will mark the third anniversary of Prince’s death from an opioid overdose at the age of 57.
Read More
Elder Law
A Health Care Surrogate’s Powers
Many people don’t really understand how a Florida Designation of Health Care Surrogate document works, so I thought I’d try to explain. First, what we in Florida call a Designation of Health Care Surrogate, many other states call a Health Care Power of Attorney. It’s ...
Read More
Elder Law
Naming a Child as Successor Trustee?
So, you’re creating or changing a revocable living trust, and you tell your estate planning attorney that you wish to name your child as Successor Trustee. Your Successor Trustee is the person who will step in to handle your trust assets when you become incapacitated ...
Read More
Elder Law
Financial Advisors Try to Prevent Financial Exploitation
One in five older Americans falls prey to financial exploitation each year. Banks and financial advisers are now stepping up front-line defenses.
Read More
Elder Law
Using a Power of Attorney for a Parent
Statistics tell us that it is very likely one or both of our parents will end up in a nursing home or rehabilitation center for an extended period. If you’re like most people, you do not know a whole lot about your parent’s finances.
Read More
Elder Law
IRS Scams: What You Need to Know
More than 2.5 million people have contacted TIGTA to report suspicious calls from people claiming to be with the IRS.
Read More
Estate Planning
Widowed? What Happens Next?
Like many couples, Susan and Larry, who were married for 46 years, had divided the financial chores. Larry handled the investments, and Susan paid some bills. Though Ms. Alpert owned a business arranging travel incentives for large corporations, she was not prepared to manage the ...
Read More
Estate Planning
Pet Trust FAQs: For the Love of Harley
[Updated May 2020] I love when I hand someone a business card, and after scanning it briefly, she looks up with a puzzled look and asks, “Pet trusts? What’s a pet trust?” Many people have never heard of a pet trust – or they may ...
Read More
You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.
