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Estate planning allows families to protect assets and make sure property passes smoothly to the next generation. In Florida, residents do not pay a separate state estate tax, but federal estate taxes can still apply to larger estates. With the right planning, families...
Medicaid planning helps individuals protect assets while qualifying for long-term care benefits. In Florida, misunderstandings about eligibility and the planning process can lead to costly mistakes. By clearing up these misconceptions, individuals and families can...
If you’re a Florida homeowner aged 65 or older, the homestead exemption can offer real property tax savings. This exemption helps lower the assessed value of your primary residence, which can reduce your annual property tax bill. But there’s more to it than the...
When an adult cannot manage certain decisions, families often turn to guardianship to keep a vulnerable person safe. However, it also removes many of their rights. A court may appoint a guardian to handle finances, healthcare and daily life. This often feels...
Elder abuse happens when someone harms or takes advantage of an older adult. This mistreatment can take many forms. Understanding the different types can help you recognize the warning signs and know when something isn't right. Physical abuse Physical abuse includes...
Estate planning becomes more nuanced when you're part of a blended family. You may want to ensure that your current spouse is financially secure while also safeguarding the inheritance rights of children from a prior relationship. In Florida, state law won't...
As a trustee, you serve a meaningful role in managing someone’s assets for beneficiaries. You have important legal and ethical duties to follow. You may find it helpful to break down the key responsibilities to make it clear what’s expected of you. Duty to act in...
A standby guardian gives you peace knowing that someone you trust stands ready to step in if your current guardian stops serving. You’ll learn what a standby guardian does, how the court appoints one, and what happens when they assume responsibilities. This role...
Probate can be a lengthy and complex process, but not all assets are subject to it. Understanding which assets are exempt from probate in Florida can help streamline estate planning and save time and money. Here’s a breakdown of the main assets that don't require...
Florida elderly residents are often targeted by fraudulent telemarketing scams. These scammers take advantage of seniors' trust and sometimes their lack of experience with modern technology. Fortunately, Florida has laws and resources that help protect seniors from...