Monthly Archives: February 2025
Do I Need a Medicaid Pooled Trust in Palm Beach County?
For many elderly individuals in Palm Beach County, Medicaid represents a major priority in the estate planning process. You may be aware that Medicaid has strict eligibility restrictions, as this program is reserved for those with financial limitations. You might also be aware that you can utilize various strategies to qualify for Medicaid, even… Read More »
What Is a Lady Bird Deed in North Palm Beach?
As you assess your estate planning options in Florida, you may come across many unfamiliar legal terms. One phrase that might have caught your attention is “lady bird deed,” and you may wish to learn more about this concept. Although its name is rather unique, this type of estate planning strategy is relatively straightforward…. Read More »
Irrevocable vs. Revocable Trusts in Palm Beach County
If you’re new to the world of trusts in Palm Beach County, you might have come across two different concepts: Irrevocable trusts and revocable trusts. While these phrases might seem complex, they are easier to understand than you might realize. These concepts can be even easier to grasp when you speak with an experienced… Read More »
Are Testamentary Trusts Worth It?
As you begin to research different kinds of trusts in North Palm Beach, you may stumble upon the phrase “testamentary trust.” Perhaps you already have a basic idea of what these trusts are, but you’re not sure whether they will truly help you achieve your estate planning goals. While further research may help you… Read More »
Florida Considers New Laws to Protect Seniors from Scams
It is not surprising that the State of Florida takes the protection of its senior population seriously. After all, the Sunshine State has one of the largest senior populations in the country and it remains a popular location for new retirees. But can you really rely on the government to protect you and your… Read More »
How Long Does It Take to Create a Will in Palm Beach County?
Although virtually any adult can create a Last Will and Testament, not everyone has time to spare. Younger professionals may be overwhelmed by their careers, and childcare needs can consume all of their time. Even retirees may have busy schedules filled with family gatherings, medical appointments, and vacations. How much time should you set… Read More »