Uncategorized

December 6, 2024

Creating a Third-Party Special Needs Trust in a Will

A third-party special needs trust (SNT) is a valuable estate planning tool designed to provide for the financial and personal needs of individuals with disabilities without […]
June 2, 2023

What Is a Pooled Trust, and How Can It Protect My Benefits?

In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, if they come […]
June 2, 2023

When Do I Need a Guardianship?

The standard under which a person is deemed to require a guardian differs from state to state. And even within some states the standards are different, […]
June 2, 2023

Staying Eligible for Medicaid after the Death of a Spouse

When one member of a couple moves to a nursing home, we expect that spouse will be the first to die, but this isn’t always the […]
December 14, 2022

Alzheimer’s Drug

New Data Shows Alzheimer’s Drug Can Slow Cognitive Decline By Gerry W. Beyer A phase III clinical trial that published results earlier this week in the New […]
September 8, 2022

Advantages of a Trust Versus A Will

A trust is a legal arrangement through which one person called a “trustee,” holds legal title to property for another person, called a “beneficiary.” The rules […]
August 31, 2022

How To Avoid Probate in Florida

How to Avoid Probate in Florida The first question is: Why do I need to avoid Probate? The two part answer is very simple. The first […]
March 1, 2022

Second Home and Medicaid Eligibility

How does owning a second home affect Medicaid Eligibility in Florida?   When determining your Medicaid eligibility benefits in Florida, the state takes an inventory of […]
March 1, 2022

Medicaid Pit Falls

Many seniors would rather stay at home instead of entering a nursing home. As such, many of those seniors employ home health aides to help with […]