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Gizmo’s Legacy: Why Every Beloved Pet Deserves a Plan

By John T. Marshall, Esq., and Patti Marshall This is not the article we expected to write this month. On…

The Hidden Cost of Generosity: Medicaid’s Five Year Lookback

Every state runs its own Medicaid program under federal guidelines, which means the rules that applied in Michigan or Ohio…

Can Medicaid Really Take Your House?

Key Takeaways If you’ve ever wondered whether Medicaid can force the sale of your home to pay for nursing care,…

Florida Medicaid and Your Home: The Homestead Exemption Explained

A house worth $800,000 does not have to be sold to qualify for Medicaid in Florida. That single fact surprises…

Will or Trust: Why the Choice Depends on More Than a Form

A last will and testament feels like the obvious starting point for estate planning. It is not the only option,…

Will vs. Trust: Which One Do You Actually Need?

Key Takeaways “Do I need a will or a trust?” It’s one of the most common questions estate planning attorney…

What a Lady Bird Deed Actually Does

Most people who ask about lady bird deeds have read something online and decided they need one. That impulse makes…

Five Estate Planning Myths That Are Putting Florida Families at Risk

Estate planning has a perception problem. Most people picture it as something reserved for the elderly or the ultra-wealthy, a…

Lady Bird Deeds: Florida’s Best-Kept Estate Planning Secret

Key Takeaways If you’ve spent any time researching Florida estate planning online, you’ve probably come across the term “lady bird…

The Estate Planning Myths That Cost Florida Families the Most

Florida families lose tens of thousands of dollars every year to avoidable mistakes. Not fraud. Not bad investments. Bad assumptions…

Recent Blogs

Blog

Gizmo’s Legacy: Why Every Beloved Pet Deserves a Plan

Blog

The Hidden Cost of Generosity: Medicaid’s Five Year Lookback

Blog

Can Medicaid Really Take Your House?

Blog

Florida Medicaid and Your Home: The Homestead Exemption Explained

Blog

Will or Trust: Why the Choice Depends on More Than a Form

Blog

Will vs. Trust: Which One Do You Actually Need?

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