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Author Archives: Jay Butchko

Trust

Spendthrift Trusts Are Your Best Defense Against the Florida Shuffle

By Laurie R. Chane |

If there were a simple cure for substance use disorder, your family would not be in this situation. As the parent of an adult who has struggled with drug addiction, your life is a roller coaster in which you cycle between empathy and emotional numbness, between hope and despair, and between blaming yourself, your… Read More »

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TPlanning

Revocable Trusts and Your Taxes

By Laurie R. Chane |

Establishing a trust is a big commitment. Depending upon your age and what you hope to accomplish by the trust, a revocable trust may  be the right choice for you. A revocable trust is just what you need if you are afraid of commitment.  You can modify the trust instrument and change the trustees… Read More »

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Beneficiary

Choosing a Beneficiary for Your IRA

By Laurie R. Chane |

The first step in building an estate plan, before you start making wishes, counting your money, or declaring your intentions not to share your prosperity with this or that person is to count your blessings.  You have a family, and you have a retirement account;.  In some ways, it is a win-win situation. What… Read More »

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ScamCall

City Commissioner Under Investigation for Financial Abuse of Elderly Woman

By Laurie R. Chane |

Financial abuse is the most common form of elder abuse, even more common than emotional or physical abuse.  Financial abuse occurs when the abuser coerces the victim into making transactions he or she does not want to make, uses lies or emotional manipulation to get the victim to spend money on the abuser or… Read More »

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Grandparents

Who Needs Retirement When You Can Raise Your Grandchildren Instead?

By Laurie R. Chane |

People say that a positive attitude makes all the difference, but they have never walked in your shoes.  Estate planning websites show senior couples walking on the beach at sunset, but you have not had any leisure time in years; your idea of self-care is watching an entire YouTube Shorts video about an economical… Read More »

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EstPlan18

The Essentials for a Florida Estate Plan

By Laurie R. Chane |

While it may not be your favorite topic of conversation, preparing your estate prior to your passing is an essential part of being prepared for the inevitable. In making such plans, having a comprehensive estate plan is among the most vitally important things you can do to secure your wishes and assets and protect… Read More »

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SpecNeeds

What is a Special Needs Trust in Florida?

By Laurie R. Chane |

Those who have disabled loved ones, children, or grandchildren and are concerned about what will happen to them once they pass away can create a special kind of trust known as a special needs trust. Supplemental or special needs trusts, also called SNTs, are strategically designed for the purpose of caring for a disabled… Read More »

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Planning4

Protecting Elderly Family Members From Financial Abuse

By Laurie R. Chane |

The stories of elder abuse that often make headlines tend either to involve nursing home neglect, where elderly residents suffered preventable illnesses, injuries, and general decline of health because they received inadequate attention from nursing home staff, or else sensational tales of undue influence, where an unscrupulous person attached himself or herself to a… Read More »

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TrustD

Types of Estate Planning Trusts

By Laurie R. Chane |

A trust is a legal document that acts as a container for assets. Just about any asset can be placed inside of a trust including bank accounts. A trustee manages the trust and a trustor is the individual who wants the trust created and transfers assets into it. Trusts are similar to wills insofar… Read More »

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ElderParent

Property Tax Benefits for the Elderly and Disabled

By Laurie R. Chane |

Property taxes can be a significant drain on your resources. Fortunately, the state of Florida offers various property tax benefits for the elderly and disabled. They include exemptions and discounts for eligible residents. These benefits are designed to reduce the financial burden on eligible residents and provide them with tax relief. In this article,… Read More »

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