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Can You Set Up a Trust After Death?

In estate planning, the use of trusts to manage the distribution of assets is becoming increasingly more common. However, for many people, the idea of setting up a trust during his or her lifetime is overwhelming and perhaps even unnecessary.
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Is a Medicaid Annuity a Good Idea?

For couples who face depleting their own assets, using a Medicaid-compliant annuity could be a way to preserve assets and still qualify for Medicaid.
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When Should I Update My Estate Plan?

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.
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Do I Need an Attorney for Probate?

A competent elder law or estate attorney can discuss and use, where appropriate, such provisions as the family exemption, benefits to prepaying inheritance tax, even where the tax return is not yet complete and a listing of itemized deductions.
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Am I Getting All the Social Security Benefits I Can?

Money Talks News’ recent article entitled “7 Social Security Benefits You May Be Overlooking” says that the Social Security Administration provides payments to spouses, children and those with disabilities, among others. Let’s look at this in detail. Spousal benefits via a husband or wife. Spouses can get up to half of their husband’s or wife’s…
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Why Do So Few Black Americans Have Wills?

When actor Chadwick Boseman died, he didn’t have a will. Neither did recording artists Prince and Aretha Franklin. Each time the news broke, there was surprise that such notable names hadn’t made estate plans. Yet, estate planning isn’t as common as experts argue it should be, particularly among Black Americans.
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Can I Avoid Paying Taxes on Social Security?

Social Security benefits are a vital source of income for many retired Americans. However, as with any income, the federal government is able to tax Social Security benefits—how much depends on the retiree's income.
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How Do You Pass Down a Vacation Home?

If you do not plan appropriately and thoughtfully, problems may arise with respect to this property and your family when you are gone.
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Who Is the Best Choice for Power of Attorney?

These agents take over your affairs in specific areas, if you become physically or mentally incapacitated.
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What’s Elder Law and Do I Need It?

Why Elder Law Is Necessary? In two words: baby boomers.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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