Will My Advance Directive Work in Another State?
Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split ...More
Annuities and Medicaid Planning
Immediate annuities can be ideal Medicaid planning tools for spouses of nursing home residents. For single individuals, they are usually less useful. An immediate annuity, ...More
Estate Planning: MOM
By Beth Roland, Attorney, Family First Firm They say that life is what happens to you when you’re busy making other plans. I discovered a ...More
Medicaid’s Asset Transfer Rules
In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move into a nursing home on ...More
Watch David’s take on how low interest rates are affecting our local real estate market!
Orlando home sales saw a healthy rebound in July, just in time for families to be settled into their new homes for the start of the school ...More
What contract timelines should you stay on top of when you are under contract to purchase a house?
Once you go under contract, that is when the fun really begins when you are buying a home! Since you have your own escrow money ...More
What is Guardianship and Why is Everyone Talking About it?
The purpose of Guardianship is to protect and support persons who are incapacitated and in need of assistance. The Florida legislature intends that Guardianship be the ...More
Should You Sell Your Life Insurance Policy?
Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called "life ...More
New Rule Once Again Allows Nursing Home Arbitration Agreements
The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. The ...More
Medicaid’s Gift to Children Who Help Parents Postpone Nursing Home Care
In most states, transferring your house to your children (or someone else) may lead to a Medicaid penalty period, which would make you ineligible for Medicaid for ...More
