Florida Elder Law Office Blog

Revocable Living Trusts and the Asset Protection Myth

Undoubtedly the use of Revocable Living Trusts in estate planning has become an inexpensive, yet valuable, alternative to a Last Will & Testament for middle class Americans. The major benefit to using a revocable living trust is probate avoidance. Decades ago, one would only see the most wealthy individuals using trusts for the transfers of

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Can a Veteran receive both VA Aid & Attendance Benefits AND Medicaid?

Frequently a war-time Veteran (or the widow of a war-time Veteran) who is receiving Aid & Attendance benefits also needs Medicaid. And, despite the prevalence of misinformation, a Veteran can receive both the Aid & Attendance benefit and Medicaid, so long as there are out of pocket expenditures toward care costs which are in excess

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Getting the Most Child Support for Your Child with Special Needs

The unfortunate truth is that there is an elevated risk of divorce among married couples who have children with special needs. Divorce happens. However, it is little understood that Florida law provides a legal basis to obtain child support for your special needs child beyond the age of 18. In fact, when appropriately addressed during

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What Shall I Do If I Received A Stimulus Payment to My Deceased Spouse?

If you and your spouse filed tax returns for 2019 or 2018 jointly, you likely have already received the Economic Impact Payments (Payments) authorized by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). However, if your spouse died before your receipt of the payment, IRS wants that portion of payment made to your

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Ways Tampa Bay Residents and Their Caregivers Can Stay Safe From the Coronavirus

Tampa Bay residents, are you caring for a family member? Is this person in an “at risk” category for Covid-19 (coronavirus)? We know there is so much information out there right now about the Covid-19 virus and want to make sure you have a trusted source you can turn to. We can no longer ignore

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3 Reasons for Tampa Bay Seniors to Re-Evaluate an Estate Plan

Developing a sound estate plan is one of the wisest decisions anyone can make, but keeping it current is just as important. Estate plans can be revisited at any time and for virtually any reason. The best time to re-evaluate an existing estate plan can be either every few years or after a significant life

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How Tampa Bay Seniors Can Make the Decision to Leave Their Homes in 2020

For decades, home ownership was synonymous with the American Dream. Millions of people aspired to buy the perfect little house with a white picket fence where they could happily raise their children in suburbia. Through hard work and determination, many Tampa Bay seniors made that dream come true. Now, as they grow older, these proud

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Tampa Bay Residents Need to Be On The Lookout for Senior Scams This Valentine’s Day

Cyber criminals are everywhere today. More and more we are learning of how they are infiltrating our society and working to gain access to our protected information. From driver’s licenses and social security cards to credit cards and bank statements, so much of our personal information is at risk when it comes to cyber threats.

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Estate Planning Tips for Tampa Bay Baby Boomers in 2020

Estate planning is essential for everybody, but especially for Tampa Bay Baby Boomers. A well-executed estate plan provides for your family after you are gone and ensures that your wishes are carried out. Your plan will speak for you when you can no longer speak for yourself, so it should be as thorough and detailed

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