Monthly Archives: January 2024
FAQs About Living Trusts In Florida
Living trusts are an important part of many estate plans in Florida. A living trust essentially acts as an intermediary between you and those you have named as beneficiaries. They are a conduit used during your lifetime and after you pass away. When considering making a trust part of your estate plan, you will… Read More »
Common Reasons Medicaid Applications Are Delayed Or Denied
While Medicare will not pay for nursing home care or other long-term care facilities, Medicaid does provide benefits for certain individuals. As such, it is a great option for those who qualify and are trying to plan for long-term care. Qualifying for Medicaid is usually more challenging than many people realize. Below, our St…. Read More »
Why Appoint A Durable Power Of Attorney?
Appointing someone else as ‘power of attorney’ (POA) is very useful. When you appoint someone as your POA, they have the authority to act on your behalf. The POA is often referred to as the ‘agent’ and they will be empowered to take very specific actions. For example, if you appoint someone as your… Read More »
A Checklist For Business Succession Planning
As a business owner, it is critical that you have a business succession plan. A succession plan will allow for a smooth and seamless transition should you ever decide to leave the business. Without a business succession plan, there will not be any guidance if you have an emergency, decide to retire, or pass… Read More »