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Estate Planning
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Estate and Long-Term Care Planning after Dementia

By: Matthew D. Barry, Esq. Board Certified Specialist in Elder Law by The Florida Bar Diagnosis of Dementia Dementia is generally characterized by cognitive impairments (including memory loss, confusion, difficulty communicating, poor judgment or changes in mood or personality) that impair a person’s ability to perform activities of daily living. Dementia may have various causes Read More

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Understanding How COVID-19 May Have Affected the Value of Your Estate

The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be Read More

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What is the Role of an Agent in a Power of Attorney?

A power of attorney (POA) document authorizes a person to act on another’s behalf in private affairs, business matters or any other legal matter specified in the document. The “principal” is the person who authorized someone else to act on their behalf. The “agent” is the person who is given the power to act on Read More

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Elder Financial Abuse Is a Major Problem that Can Be Reduced through Vigilance and Planning

Concerns about physical abuse and neglect are a primary reason that many people choose in-home care for their elderly loved ones. Unfortunately, even recipients of in-home care can still experience forms of abuse — and financial abuse may be most prevalent in these situations. By setting up an effective estate plan in your younger years, Read More

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Trusts to be or Not to be

87-MAY Fla. B.J. 30 Florida Bar JournalMay, 2013 Column: Real Property, Probate and Trust Law TRUSTS: TBE OR NOT TBE R. Craig Harrison Copyright © 2013 by The Florida Bar; R. Craig Harrison *** Start Section …be allocated to a tax credit shelter trust so that the disclaimed interest will not be part of the Read More

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