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Category Archives: Estate Planning

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4 Questions to Ask Your Florida Estate Planning Attorney

By Laurie R. Chane |

There are countless reasons you could be putting off making a will and other estate planning arrangements, but you’re not alone in delaying the process. Statistics from AARP indicate that only 40 percent of all American adults – and just over 50 percent of those aged 53-71 years old – have executed basic estate… Read More »

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Florida Estate Planning: True or False

By Laurie R. Chane |

Many people have a general awareness about estate planning, especially the importance of executing a will to dictate what happens to real and personal property at death. However, beyond these basic concepts, there are many details under Florida state law that you may not fully understand. As such, you should trust an experienced Dade… Read More »

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Two Types of Special Needs Planning for Florida Estate Plans

By Laurie R. Chane |

If a loved one in your life suffers from a disabling medical condition, you may already be aware of the advantages of setting up a special needs trust for his or her benefit. There are many advantages to these arrangements, most notable being the fact that the beneficiary is still eligible for Supplemental Security… Read More »

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Planning

Are There Any Key Gaps in Your Florida Estate Plan?

By Laurie R. Chane |

When someone asks whether you have an estate plan in place, you’ll probably answer with a confident “YES” if you’ve already executed a will. You might even go a step further by taking the time to review the document and make necessary updates based upon different life events. There may be a crucial flaw,… Read More »

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Answers to the Top 5 FAQs About Reverse Mortgages in Florida

By Laurie R. Chane |

If you’re starting to explore your estate planning options, you may see the term “reverse mortgage” come up in connection with your research. The specifics vary, but the general arrangement is that you access a portion of your home’s equity as a loan. You don’t have to pay monthly mortgage payments, and you can… Read More »

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Don’t Overlook Your Digital Assets When Working on an Estate Planning

By Laurie R. Chane |

Whether you have a will or die intestate, there are certain procedures under the Florida Probate Code for distributing your assets to your surviving loved ones. Aside from jointly owned items, and designations on bank accounts or life insurance, there’s no “automatic” transfer of your property. Your heirs and beneficiaries must go through the… Read More »

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What Does a Florida Elder Law Attorney Do?

By Laurie R. Chane |

Data from the US Census Bureau reveals two very important demographic trends that adults of all ages should note over the next couple decades. The year 2030 marks the first time in our nation’s history that older individuals will outnumber individuals under the age of 18, and by 2035 there will be 78 million… Read More »

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Tips on Choosing a Nursing Home in Florida

By Laurie R. Chane |

According to the Florida Department of Elder Affairs, population of residents aged 60 or older in Pasco County is expected to increase by 35 percent by the year 2040. Based upon these figures, it’s likely that you may be in the position to choose a nursing home for yourself or a loved one in… Read More »

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How to Avoid the 5 Most Common Estate Planning Mistakes

By Laurie R. Chane |

Not having a will seems to always top the list estate planning errors, but many people are already aware of the implications of dying without one. Florida probate code on intestate succession applies, which takes the handling of your estate out of your hands – so administration proceeds according to a set of strict… Read More »

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