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Articles Posted in Medicaid Planning

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Credit Card Debt and Offers for the Incompetent: Power of Attorney, Guardianship, or Credit Freeze

Kimberly Palmer of U.S. News & World Report wrote an article on the Alpha Consumer Blog where she discussed these issues. Her reader wrote: My husband, who is retired, has dementia. He responds to credit card offers in the mail and charges things to them, even though he shouldn’t, because…

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Durable Power of Attorney or Guardianship / Conservatorship

One of the most common questions I get is “What is the difference between a Durable Power of Attorney and a Guardianship?” Richard Shea an attorney in Connecticut who publishes the Connecticut Estate Planning & Elder Law Blog has a good description of each and the differences in an article…

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Do it yourself Estate Planning: Bad News Part 4

Professor Gerry W. Beyer author of the Wills, Trusts, & Estates Professors Blog, as reported on a mistake in estate planning where a “Do it Yourself” Estate Plan Backfires. In this case a mother who did not hire her own estate planning lawyer made a number a big mistake that…

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Why Do I Need Estate Planning?

Mitchell Port a California lawyer posted a link to an article on the California Tax Attorney Blog about an article on the State Bar Website which provides information on estate planning. Although this is a California bar website, many of the same issues and considerations are important to Florida residents…

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Family Estate Planning and Conflict of Interest

Whenever a Florida estate planning lawyer represents two or more individuals, there is always at least the potential of a conflict of interest, even when the clients agree about everything. The same is true when a married couple needs a Florida attorney’s help with an estate plan. Depending on the…

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Review Your Estate Plan. (And Your Parents)

If you or a member of your family was to have a crisis are you prepared? That is the question you should ask your Florida Estate Planning Lawyer or Attorney on a regular basis. Often we only look at significant events in our lives and do not consider the effects…

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No Free Lunch: Florida Seniors beware of free lunch offers!

Although there are legitimate “free lunch” seminars done by many respectable Florida Estate Planning Lawyers, the Securities and Exchange Commission (SEC) has found that many seminars may mislead seniors into making unwise investments. Florida Estate Planning Lawyers are prohibited from making advertising claims that are false and statements that are…

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Updating Addresses in Estate Planning Documents

As an Estate Planning Lawyer in Jacksonville Florida, I am often asked about issues dealing with addresses in Florida Wills, Florida Trusts, Florida Living Wills, Florida Durable Powers of Attorney, and other documents. Generally the address and phone number in these documents is to help locate or contract the person.…

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