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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...
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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...
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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,...
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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...
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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...
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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...
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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...