7 Tips for Choosing the Right Executor What traits make for a good executor, and who by default is unable to serve? by: Daniel A. Timins, Esq., CFP® August 8, 2017 Choosing the Right Executor. It’s an important question: Who can…
Philip Seymour Hoffman’s $12 Million Estate Planning Mistake A few moves could have saved the loved ones of actor Philip Seymour Hoffman a lot of money. Even if you don’t have a $35 million estate, like Hoffman’s, there are some…
Can I Disinherit Someone ? Sometimes family members have good reason for disinheriting someone. For example, a parent may have already given substantial assets to a spouse, child or grandchild, and feel like they’ve given enough. To ensure their intentions…
What Can Be Expected of the Delta Variant of COVID-19? What can be expected of the delta variant of COVID-19?As the delta variant of COVID-19 continues to fill up hospital wards across Northeast Florida, several local health systems have told…
IRS’ “Dirty Dozen” By Jill Roamer, J.D., CIPP/US Elder Law Each year, the Internal Revenue Service (IRS) puts out their “dirty dozen” list. This is a list of scams that are prevalent that the IRS wants everyone to watch out for.…
Legal Planning for Incapacity How can I plan for incapacity? As you face aging and the need to make plans for your future, you face having to make legal decisions about many aspects of your lives. These legal decisions not…
Remarried With Children? 5 Estate Planning Mistakes to Avoid Couples on their second marriages need to plan carefully for each other and their kids by John Waggoner, AARP, July 9, 2021 Estate Planning for Blended Families. A second marriage can be…
Estate Planning Secrets: How To Avoid Probate Russel Morgan Forbes Councils Member Estate Planning & Probate Lawyer. Founder of Morgan Legal Group, P.C. Represents individuals & major corporations in all essential matters. Estate Planning Secrets: How To Avoid Probate. Probate is…
Understand Medicaid’s Look-Back Period; Penalties, Exceptions & State Variances Last updated: January 07, 2021 Medicaid’s Look-Back Period Explained When a senior is applying for long-term care Medicaid, whether that is for services in one’s home, an assisted living residence, or…
5 SMART TIPS FOR HIRING AN ELDER LAW ATTORNEY An elder law attorney helps seniors and families Having the essential legal documents in place gives you the necessary legal rights to provide the best care for your older adult, now and at…