Blog Topics

Hurricanes & The Vulnerable: What Have We Learned?

January 1, 2018

Hurricane Harvey caused devastation in Texas.  We all saw video of seniors in a nursing home sitting in filthy water midway up their wheelchairs. Hurricane Irma caused devastation in Florida and throughout the southeastern USA.  We all saw video and …

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#EstatePlanning

November 1, 2017

Estate planning is not a trending topic for millennials. It is not popular to plan your death when you think you are young and invincible. You may be starting college, your career, or even a family. Why would you want …

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Designating a Beneficiary of your IRA

September 1, 2017

The IRS does not allow you to keep retirement funds in a tax-deferred retirement account forever. When you reach 70½ years of age, you must start taking required minimum distributions (“RMD”) from your individual retirement account or qualified plan. The …

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The Florida Treasure Hunt

July 1, 2017

Have you ever gone on a treasure hunt? Long gone are the days when you need to go on an adventure to discover lost property. Now, you can simply search a website run by the Florida Division of Unclaimed Property …

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Special Needs Trusts: A Primer – Let Me Count the Ways

May 1, 2017

Arlene Lakin, Esq. Florida Bar Board Certified Elder Law Attorney For those of you who remember, or those who do not remember, back in the ‘50’s and ‘60’s, the late comedian Jackie Gleason hosted a TV show with his favorite …

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Porting Your Homestead

March 1, 2017

Property values in Florida are on the rise. From June of 2015 through June of 2016, the price of homes increased by 7% in the State of Florida. A 6.8% increase is projected again by June of 2017. Because property …

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When a Valid Power of Attorney is Rejected

January 1, 2017

We recently had an issue with a bank refusing to accept a durable power of attorney prepared for a client by our firm. In 2015, the client properly executed the durable power of attorney designating her two daughters to serve …

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In Pets We Trust

September 1, 2016

“There are three faithful friends: an old wife, an old dog, and ready money.” – Benjamin Franklin Have you included your pet in your estate plan? A recent survey has found that sixty-five percent of Americans have a pet, and …

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The Florida Family Trust Company Act

May 1, 2016

Family trust companies (“FTCs”) have long served as an aggressive estate planning tool. FTCs began in the United States in the mid-1800s with powerful industrial families. Recent changes in the law have made FTCs an attractive tool to the modern …

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Positive Changes to Florida’s Health Care Surrogate Laws

May 1, 2015

As of October 1, 2015, Florida has made positive changes to its health care surrogate laws. Under the revised legislation, clients may designate a health care surrogate who will have immediate access to their medical information, help with or make …

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