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Blog Posts in 2012

32 results found. Viewing page 1 of 2. Go to page 1 2   Next

Leaving a Gift to Charity in Your Estate Plan Is Sometimes Not As Easy As It Seems

When you are putting your estate plan together and deciding who you want to get what, you may decide that you would like to leave a gift to one of your favorite charities. However, if you are leaving ...
Continue reading "Leaving a Gift to Charity in Your Estate Plan Is Sometimes Not As Easy As It Seems" »

Gift Tax Annual Exclusion For 2013 Increases to $14,000

The annual gift tax exclusion is the amount of money that you can give to an individual each year without worrying about paying gift tax. The amount of the annual gift tax exclusion for 2012 is ...
Continue reading "Gift Tax Annual Exclusion For 2013 Increases to $14,000" »

Put Your Estate Plan in Place Before Tomorrow Arrives

I was reminded last week of why estate planning is so important. A woman passed away in her home and was found a few days later when her friends became concerned that they couldn’t get in touch ...
Continue reading "Put Your Estate Plan in Place Before Tomorrow Arrives" »

Should Your Parents Age At Your Place?

When your parent starts to become less independent, should he or she move into your house with you and your family? In an idyllic world, of course your parents would move in with you. Isn’t that ...
Continue reading "Should Your Parents Age At Your Place?" »

Treating Your Beneficiaries Under Your Will Fairly Doesn't Mean Treating Them Equally

If all your children had the same personality, parenting would be much easier. Whenever you figured out what was best for one, it would automatically be best for the others. However, as any parent of ...
Continue reading "Treating Your Beneficiaries Under Your Will Fairly Doesn't Mean Treating Them Equally" »

A Trust Can Provide Protection For Your Children

Many people aspire to leave an inheritance for their children. It is perhaps a chance to help your children start a business, save for retirement or achieve a dream. No matter how large or small the ...
Continue reading "A Trust Can Provide Protection For Your Children" »

Why Unmarried Couples Need to Put An Estate Plan in Place

If you die without putting an estate plan in place, your assets will be distributed in accordance with the default estate plan set up for you by the state in which you live. If you are married, that ...
Continue reading "Why Unmarried Couples Need to Put An Estate Plan in Place" »

A Safe Deposit Box May Be Too Safe For Your Estate Planning Documents

You sign your documents that describe what you want to happen if you die (your trust and/or your will). You sign your documents that describe what you want to happen if you are alive but incapacitated ...
Continue reading "A Safe Deposit Box May Be Too Safe For Your Estate Planning Documents" »

Don't Make Incapacity Planning a Secret

You finally did it – you put your healthcare surrogate, living will and durable power of attorney (advance directives) in place. It was hard to think about yourself as being incapacitated and ...
Continue reading "Don't Make Incapacity Planning a Secret" »

A Patient Advocate as a Resource

The fact that there are a vast array of medical specialists who are available to assist with an illness or even just the aging process can be very comforting. It can also be very confusing. As the ...
Continue reading "A Patient Advocate as a Resource" »

Estate Planning Is Not a One-Time Checklist Item

Is there anything like the feeling of excitement and satisfaction that checking a completed item off your “to do” list generates? It means that just for a minute, you are one step closer ...
Continue reading "Estate Planning Is Not a One-Time Checklist Item" »

Life Insurance Can Help Fund a Special Needs Trust

Parents whose children include a special needs child have a unique estate planning challenge. They are often torn between wanting to leave an equal legacy to all their children and knowing that their ...
Continue reading "Life Insurance Can Help Fund a Special Needs Trust" »

You May Need a Trust If You Own Real Estate in Multiple States

One of the factors we evaluate in helping people decide if they need a trust based estate plan or a will based estate plan is whether they own real estate in more than one state. This is an important ...
Continue reading "You May Need a Trust If You Own Real Estate in Multiple States" »

Elder Law Planning Isn't Just For the Elderly

When people hear that I focus on the area of elder law, they assume that means I only help people who are elderly. When I ask them what age fits into the description of elderly, depending upon their ...
Continue reading "Elder Law Planning Isn't Just For the Elderly" »

A Trust Can Be an Important Estate Planning Option for Snowbirds

Many people have adopted the snowbird lifestyle. They choose which weather conditions they prefer and spend part of the year in a house they own in one state (for instance, the summer) and the other ...
Continue reading "A Trust Can Be an Important Estate Planning Option for Snowbirds" »

Estate Planning Includes More Than a Will or a Trust

Most people think of estate planning as putting a will or a trust in place. But estate planning also includes something as simple as making a list of what you own and where it can be found. Making a ...
Continue reading "Estate Planning Includes More Than a Will or a Trust" »

A Revocable Living Trust Can't Help You If You Don't Put Anything In It

Many people are happy to share that they have a revocable living trust as part of their estate plan. In a lot of cases, they are happy to have the revocable living trust because it avoids probate. ...
Continue reading "A Revocable Living Trust Can't Help You If You Don't Put Anything In It" »

Estate Planning Is Not A One Time Event

Putting together 1) plans for taking care of those you love once you pass away as well as 2) plans for taking care of yourself if you become incapacitated may not be at the top of your “to ...
Continue reading "Estate Planning Is Not A One Time Event" »

Technology Is Becoming A Crucial Resource For Aging In Place

As more and more of us express a desire to remain in our homes as we age, technology is responding with a variety of new ways to keep us safe. For instance, sensors can be placed on appliances such as ...
Continue reading "Technology Is Becoming A Crucial Resource For Aging In Place" »

A Dilemma For The Sandwich Generation

As a member of the sandwich generation, you are trying to care for both your children and your aging parents at the same time. As you are feeling pulled in two different directions at once, the ...
Continue reading "A Dilemma For The Sandwich Generation" »

Choosing A Guardian As Part of Putting Together Your Will or Trust

If you have minor children, one of the most important questions you may face in putting together your will or trust is choosing a guardian for them. No parent likes to think of their children growing ...
Continue reading "Choosing A Guardian As Part of Putting Together Your Will or Trust" »

Florida Medicaid Planning Is Guided by Florida Medicaid Rules

Everyone means well and wants to help you; after all, that is what families are for. They can see that you are worried and stressed about how you are going to pay for your spouse’s long-term ...
Continue reading "Florida Medicaid Planning Is Guided by Florida Medicaid Rules" »

Wills and Trusts Are Important For Blended Families

If you are in a second marriage and you or your spouse have children from a former relationship, it can be vitally important to your family’s well-being to put an estate plan in place. Estate ...
Continue reading "Wills and Trusts Are Important For Blended Families" »

Estate Planning - Do You Want To Leave an Inheritance or Leave a Legacy?

Each of our families is unique. Each family has its own personality, as well as its own members who have various accomplishments and challenges. Our family members don’t suddenly lose their ...
Continue reading "Estate Planning - Do You Want To Leave an Inheritance or Leave a Legacy?" »
32 results found. Viewing page 1 of 2. Go to page 1 2   Next
  • Why Choose
    Our Firm?

    We limit the number of clients that we have at one time, allowing us to focus on your case.

    Personalized Representation
  • Know the
    Benefits

    Find out if you and your family can benefit from our elder law planning services!

    More Information
  • Dedicated & Experienced

    Our firm exclusively handles elder law concerns so your family can obtain peace of mind.

    Meet Your Attorney
  • Complimentary Consultation

    Let us help. Request your consultation today and we will be in touch.

    Contact Us Now

Contact Us

Edwards Elder Law, P.A.
St. Petersburg Elder Law Attorney
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St. Petersburg, FL 33713
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