Monthly Archives: March 2020

Estate Planning In The Time Of Coronavirus

Although we hope none of you reading this or any of your family members come down with COVID-19, I wanted to mention why having certain estate planning documents in place now can be so important. While wills and trusts, which typically deal with handling a person’s estate when they die, are certainly important, the most immediate [...]

By |2020-03-25T15:27:15+00:00March 25th, 2020|

VA Pension Rule Changes 2018

On September 18, the Veterans Administration (VA) published new rules that make it more difficult to qualify for this important benefit. For example, any gifts that you made in the past 36 months, either to a family member or to an irrevocable trust, would be penalized. Likewise, an investment in an annuity would also be [...]

By |2020-03-10T20:23:16+00:00March 10th, 2020|

Second Marriage Estate Planning

Among probate lawyers, Florida is affectionately known as "probate heaven."  This is due to the large number of retirees in Florida and to Florida's complex and sometimes burdensome probate laws.  For the clients of those lawyers, however, the probate process brings to mind a different biblical destination. Most probates could be easily resolved or altogether [...]

By |2020-03-10T17:37:48+00:00March 10th, 2020|