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Published Articles

Financial Institutions May Not Honor Older Durable Power of Attorney

Ask the Legal Advisor, Palm Beach Post, August 15, 2019

 

Living Trust Requires No Special Tax Treatment

Ask the Legal Advisor, Palm Beach Post, August 8, 2019

 

I Didn't Know That! Part One

Boomer Times & Senior Life, August 2019

 

Widow Retains Life Estate Even If Not Living In Deceased Spouse's Home

Ask the Legal Advisor, Palm Beach Post, August 1, 2019

 

Widowed Florida resident wants to move closer to family but worries about impact on estate taxes

Ask the Legal Advisor, Palm Beach Post, July 25, 2019

 

Making One Son Trustee For The Other Could Create Sibling Conflict

Ask the Legal Advisor, Palm Beach Post, July 18, 2019

 

Children Frustrated by Mom's Long Term Care Insurance Company's Denial of Benefits

Ask the Legal Advisor, Palm Beach Post, July 11, 2019

 

Daughter Expected to Inherit Condo, Discovered Her Brother Is On Deed. Can She Sell The Unit?

Ask the Legal Advisor, Palm Beach Post, July 4, 2019

 

Handling Incapacitated Father's Financial Affairs Does Not Require Living Nearby

Ask the Legal Advisor, Palm Beach Post, June 27, 2019

 

18-year-old Child Needs Health Care Proxy, Durable Power of Attorney So Parents Can Assist In Emergency

Ask the Legal Advisor, Palm Beach Post, June 20, 2019

 

Five Year Rule for Medicaid Is Often Misundertood

Ask the Legal Advisor, Palm Beach Post, June 13, 2019

 

Securing Home Equity Loan On Home in Trust May Require Temporarily Retitling 

Ask the Legal Advisor, Palm Beach Post, June 6, 2019

 

To Discourage Challenges, How You Create Your Estate Plan Is As Important As What's In It

Boomer Times & Senior Life, June 2019

 

Recent Divorcee Who Had Joint Living Trust With Ex Seeks Advice on Next Steps

Ask the Legal Advisor, Palm Beach Post, May 30, 2019

 

Dad Is In A Nursing Home. Does His IRA Disqualify Him From Getting Medicaid Benefits To Help Cover Cost?

Ask the Legal Advisor, Palm Beach Post, May 23, 2019

 

You Don't Have To Be Wealthy For You and Your Family to Reap the Benefits of a Living Trust

Ask the Legal Advisor, Palm Beach Post, May 16, 2019

 

Contributions to Children's UTMA May Affect Medicaid Eligibility

Ask the Legal Advisor, Palm Beach Post, May 9, 2019

 

There May Be Money Out There With Your Name On It  (No Kidding!)

Boomer Times and Senior Life, May 2019

 

Transferring Free Airline Miles Might Require Doing a Bit of Legwork First

Ask the Legal Advisor, Palm Beach Post, May 2, 2019

 

Daughter-in-Law's Spending Habits Lead Mom To Remove Son As Attorney-In-Fact Under Her Durable Power of Attorney

Ask the Legal Advisor, Palm Beach Post, April 25, 2019

 

Caregiver Daughter Must Document Compensation To Protect Mother's Medicicaid Eligibility

Ask the Legal Advisor, Palm Beach Post, April 18, 2019

 

Why Reviewing Your Estate Plan is Prudent, Even If Your Circumstances Appear Unchanged

Ask the Legal Advisor, Palm Beach Post, April 11, 2019 

 

A Plan You and Your Family Need - But Hopefully Won't Use

Boomer Times and Senior Life, April 2019

 

Medicaid Considers Transfers Made During Look-Back, Even if Transfers Are Not Taxable

Ask the Legal Advisor, Palm Beach Post, Apri 4, 2019

 

If Original Will is Lost, Many Steps Required For Photocopy To Be Accepted to Probate

Ask the Legal Advisor, Palm Beach Post, March 28, 2019

 

Son Frustrated By Parents Who Won't Discuss Their Estate Plan

Ask the Legal Advisor, Palm Beach Post, March 21, 2019

 

Responsibility for Making Sister's Health Care Decisions Causing Worry

Ask the Legal Advisor, Palm Beach Post, March 14, 2019

 

Spouse Going Into Nursing Home? Why Estate Plans of BOTH Spouses Need Review

Boomer Times & Senior Life, March 2019

 

New Hybrid Policies May Provide Protection From Nursing Home Expenses

Ask the Legal Advisor, Palm Beach Post. March 7, 2019

 

Daughter Suspects Her Sister May Have Pressured Dad To Sign New Will

Ask the Legal Advisor, Palm Beach Post. Feb. 28, 2019

 

Ability To Do Medicaid Planning For Uncle Depends On Powers He Gives Agent In Durable Power of Attorney

Ask the Legal Advisor, Palm Beach Post, Feb.21, 2019

 

Florida Law Says Ex-Wife Not Entitled To Annuity Unless Divorce Decree Required It

Ask the Legal Advisor, Palm Beach Post, Feb.14, 2019

 

Leaving Capitally Appreciated Property To Children After Your Death Affords Them Step-Up in Basis

Ask the Legal Advisor, Palm Beach Post, Feb. 7, 2019

 

Don't Confuse Federal Tax Law With Florida Medicaid Law

Boomer Times & Senior Life, Feb. 2019

 

Deceased Parent's Estate Responsible for Medical Bills As Long As Child Has Not Personally Guaranteed Them

Ask the Legal Advisor, Palm Beach Post, Jan. 31, 2019

 

Florida Medicaid Benefits Not Automatic For Dad Receiving Benefits In A Different State

Ask the Legal Advisor, Palm Beach Post, Jan. 24, 2019

 

Medicare Doesn't Pay For Long-Term Nursing Home Care, Medicaid Might

Ask the Legal Advisor, Palm Beach Post, Jan. 17, 2019

 

Parents' Estate Plan Need Not Include Adult Child

Ask the Legal Advisor, Palm Beach Post, Jan. 10, 2019

 

Why Your Old Estate Plan Could Mean Trouble, And What To Do Now

Boomer Times & Senior Life, Jan. 2019

 

Under Last Will and Testament, Can Personal Representative Access Digital Assets?

Ask the Legal Advisor, Palm Beach Post, Jan. 3, 2019

 

Florida Resident Worries Will Her Brother Drafted For Her May Not Be Valid

Ask the Legal Advisor, Palm Beach Post, Dec. 27, 2018

 

As Probate Avoidance Measure, Mom Put Son on Deed - Now He Wants Mom to Pay Him For His Share

Ask the Legal Advisor, Palm Beach Post, Dec. 20, 2018

 

Caregiver Needs More Than Verbal Reassurance Of Compensation If Significant Other Predeceases Her

Ask the Legal Advisor, Dec. 13, 2018

 

Are Medicaid Managed Care Program Changes Going to Jeopardize Mother's Benefits?

Ask the Legal Advisor, Dec. 6, 2018

 

Will You Lose Your House If You Get Medicaid Benefits For Nursing Home Care?

Boomer Times & Senior Life, Dec. 2018

 

Giving Daughter Gift Not Likely to Impact Estate Taxes, Has No Effect on Income Tax

Ask the Legal Advisor, Palm Beach Post, Nov. 29, 2018

 

Fear About Medicaid Recipient's Treatment in Nursing Home Not Justified

Ask the Legal Advisor, Palm Beach Post., Nov. 22, 2018

 

Understand What Your Legal Documents Mean

Boomer Times & Senior Life, November 2018

 

Spouse Wants Husband to Live in Condo If He Survives Her,  But Wants Daughter to Inherit It

Ask the Legal Advisor, Palm Beach Post., Nov. 15, 2018

 

After Completing Paperwork, Take Other Steps to Relieve Personal Representative's Burden 

Ask the Legal Advisor, Palm Beach Post, Nov. 8, 2018

 

Estate Plan Must Include Plans for Life, Not Just Death

Ask the Legal Advisor, Palm Beach Post, Nov. 1, 2018. 

 

Daughter with Disability, Mom Worried Son-In-Law Could Get Inheritance

Ask the Legal Advisor, Palm Beach Post, Oct. 25, 2018

 

How is Medicaid Eligibility Impacted by Spouse's 401K?

Ask the Legal Advisor, Palm Beach Post, Oct. 18, 2018

 

Can't Contest Will Pre-Death

Ask the Legal Advisor, Palm Beach Post, Oct. 11, 2018

 

Putting IRA in Stretch-Out Trust Protects Spendthrift Daughter

Ask the Legal Advisor, Palm Beach Post, Sept. 20, 2018

 

Dad's Medicaid Benefits Not Jeopardized if Testamentary Trust Set Up

Ask the Legal Advisor, Palm Beach Post, Sept. 13, 2018

 

Durable Power of Attorney Agent Has No Authority Over Trust Account

Ask the Legal Advisor, Palm Beach Post, Sept. 6, 2018

 

Don't Ignore Your Estate Planning: A Lesson From the Queen of Soul

Boomer Times and Senior Life, Sept. 2018

 

For Probate Avoidance, Trust Often Preferable to POD/TOD Accounts

Ask the Legal Advocate, Palm Beach Post, August 30, 2018

 

Probate Avoidance Not Guaranteed by POD/TOD Designations 

Ask the Legal Advocate, Palm Beach Post, August 23, 2018

 

Estate Planning Can Ensure Care for Pet

Ask the Legal Advisor, Palm Beach Post, August 16, 2018

 

HIPAA Restricts Parents' Ability To Help College Student

Ask the Legal Advisor, Palm Beach Post, August 9, 2018

 

Who Should You Choose As Your Trustee?

Boomer Times and Senior Life, August 2018

 

Avoiding Probate By Making Child Co-Owner of Account Not Advisable

Ask the Legal Advisor, Palm Beach Post, August 2, 2018

 

Medicaid Deems Home Deeded to Child to Be a Gift

Ask the Legal Advisor, Palm Beach Post, July 26, 2018

 

When Older Couples Do Not Want To Tie The Knot

Boomer Times & Senior Life, July 2018

 

Bank Does Not Need Full Revocable Trust To Retitle Assets

Ask the Legal Advisor, Palm Beach Post, July 19, 2018

 

Trustee Has Duty, Despite Beneficiary Complaints

Ask the Legal Advisor, Palm Beach Post, July 12, 2018

 

Home in Living Trust Can Still Get Homestead Exemption

Ask the Legal Advisor, Palm Beach Post,  July 5, 2018

 

Younger  Couples Needs Estate Planning, Too

Ask the Legal Advisor, Palm Beach Post,  June 27, 2018

 

Children's Expected Inheritance From Dad Goes To Stepmother Instead

Ask the Legal Advisor, Palm Beach Post,  June 20, 2018

 

QIT Can Protect Medicaid Eligibility if Applicant's Income Over Cap

Ask the Legal Advisor, Palm Beach Post, June 14, 2018

 

Discussing Your Estate Plan WIth Adult Children Can Avert Future Discord

Boomer Times and Senior Life Magazine, June 2018

 

Upcoming Marriage Has Couple Worried About Estate Plan

Ask the Legal Advisor, Palm Beach Post, June 7, 2018

 

Is An Older Power of Attorney Still Valid? Part Two

Ask the Legal Advisor, Palm Beach Post, May 31, 2018

 

Is An Older Power of Attorney Still Valid? Part One

Ask the Legal Advisor, Palm Beach Post, May 24, 2018

 

Florida Medicaid Eligibility Potentially Impacted by Home Rental

Ask the Legal Advisor, Palm Beach Post, May 17, 2018

 

Child With Disability Can Be Beneficiary of Pooled Special Needs Trust

Ask the Legal Advisor, Palm Beach Post,  May 10, 2018

 

SIgnificant Other Can Take Steps to Ensure Girlfriend Can Live In Home

Ask the Legal Advisor, Palm Beach Post,  May 3, 2018

 

The Importance of Advance Directives

Boomer Times and Senior Life Magazine, May 2018

 

Are You Neglecting Your Estate Planning? These Might Be The Reasons

Boomer Times and Senior Life Magazine, April 2018

 

V.A. Pension With Aid and Attendance May Help Cover Care Costs

Ask the Legal Advisor, Palm Beach Post,  April 26, 2018

 

Uncle Refuses Health Care Planning, Worrying Niece

Ask the Legal Advisor, Palm Beach Post, April 19, 2018

 

Life Insurance Proceeds Go to Estate If No Living Beneficaries

Ask the Legal Advisor, Palm Beach Post, April 12, 2018

 

Home Refinance May Involve Temporarily Removing It From Living Trust

Ask the Legal Advisor, Palm Beach Post, April 5, 2018

 

Life Insurance is An Excellent Protection and Important Asset

Boomer Times and Senior Life Magazine, March 2018

 

Trustee of Friend's Estate Overwhelmed, But Need Not Resign

Ask the Legal Advisor, Palm Beach Post, March 29, 2018

 

Children's Health Decisions Can Be Temporarily Left To Grandparents

Ask the Legal Advisor, Palm Beach Post,  August 17, 2017