All About Probate in Florida What is Probate? Probate is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts, and distributing the decedent’s assets to his or her beneficiaries. In general,…
FACTS EVERY TRUST BENEFICIARY SHOULD KNOW By Patricia M Angus After years of working with families to establish trusts, and with individual trust beneficiaries, it has become clear to me that there is a need for better understanding by…
8 Keys to Passing Down a Family Business by Jaime Mejía, AARP 8 Keys to Passing Down a Family Business. Learn how to transfer a family business to the next generation. When it comes to transferring a business to a new…
Asset Protection Planning Which United States jurisdictions allow for the creation of asset protection trusts? Domestic asset protection trusts are permitted under the laws of Alaska, Delaware, Hawaii, Missouri, Nevada, New Hampshire, Ohio, Oklahoma, Rhode Island, South Dakota, Tennessee, Utah,…
What is the Process to Declare Someone Incapacitated or Incompetent in Florida? The process for declaring someone incompetent or incapacitated begins with filing a Petition to Determine Incapacity with the court (Fla.Stat. §744.331(1)). The Court will then appoint an examining committee…
What Prince Philip’s Death Shows Us About The Importance Of End-Of-Life Planning Megan Gorman Senior Contributor What Prince Philip’s Death Shows Us About The Importance Of End-Of-Life Planning Since his death , Prince Philip has been remembered around the world…
1 in 5 People Who Died of COVID-19 Did Not Have an Estate Plan Written By: Daniel Cobb, Managing Editor Date Updated: June, 2022 Key findings: 1 in 5 Americans had no estate plan established before dying of a serious case of COVID-19. Americans who…
MEDICAID ALERT: New Medicaid Community Care Look Back Rules Start October 1, 2022 New Medicaid Look Back Rules If this sounds familiar, you’re right—recent years have seen many extensions of rules regarding Medicaid. But for New Yorkers, this most…
EVEN WITH ATF41F, there are still many great reasons to own Title II weapons in a Trust: Flexible & gives peace of mind Multiple person ownership Add new owners at any time Property protection Abiliy to pass trust assets to…
Caring for Seniors with Special Needs Seniors with special needs are often an overlooked segment of the population. When it comes to providing senior care in a home care setting, non-medical home care providers need to be aware of seniors’ special…