Your Income Is Too High for Florida Medicaid? How a Qualified Income Trust May Help

Some Florida families are surprised to learn that too much income can create problems for Medicaid long-term care eligibility. A Qualified Income Trust may help when it is prepared, funded, and managed correctly.

5 Signs a Simple Will Isn’t Enough — and You Need a Wills and Trusts Attorney in Jacksonville

A simple will is a good start, but it may not be enough to protect your family. Here are five signs it may be time to talk with a wills and trusts attorney about a more complete estate plan.

Florida Second Marriage Planning — Why Your Old Estate Plan Could Hurt the People You Love Most

June 26, 2026
Bill O’Leary, Esq.
Estate Planning, Second Marriage Planning

Remarriage can bring new opportunities, but it can also create estate planning challenges. If your current plan was created before your second marriage, it may no longer protect your spouse, children, or other loved ones the way you intended.

How Jacksonville Retirees Can Avoid Probate in Florida Before It Becomes a Family Burden

Many Jacksonville retirees want to make things easier for their loved ones after they're gone. Understanding how assets pass to family members can help you reduce court involvement, save time, and create a smoother transition for those you care about most.

The Elder Law Mistake Jacksonville Families Make When a Parent’s Health Starts to Decline

Many families recognize that a parent needs help long before a medical emergency occurs. The challenge is knowing when to start planning. Waiting until a crisis develops can limit options and create unnecessary stress for everyone involved.

What Jacksonville Veterans Should Have in Their Estate Plan That Most Attorneys Never Mention

Many veterans have estate plans that cover the basics but overlook important benefits and planning opportunities connected to military service. Understanding how veterans' benefits fit into your overall plan may help protect your family, preserve assets, and prepare for future care needs.

4 Things That Lead to Adult Guardianship in Florida — and How to Plan Around Them

A sudden illness, memory loss, or family conflict can quickly lead to guardianship proceedings in Florida. Understanding the common causes of guardianship may help you protect your independence and avoid unnecessary court involvement through proper planning.

Florida Power of Attorney Requirements: What Makes It Valid — and What Can Void It

A power of attorney can help protect your finances and legal affairs if you become unable to manage them yourself. Understanding Florida's power of attorney requirements may help your family avoid delays, disputes, and unnecessary court involvement later.

Can You Contest a Will in Florida If You Were Left Out of It Entirely?

Being excluded from a loved one’s will can feel upsetting and confusing. In Florida, however, not every omitted family member can challenge a will, and successful contests usually require specific legal grounds.

estate planning attorney jacksonville fl

5 Questions Every Jacksonville Family Should Be Asking About Their Estate Plan Right Now

A solid estate plan should grow with your life. These five key questions can help Jacksonville families spot gaps, avoid common mistakes, and better protect the people and assets that matter most.