As estate attorneys, we often have families come in after the death of a loved one and they have no idea where to start. What assets--accounts, investments, real estate, insurance, retirement accounts--did their loved on have? Where did their loved one have these...
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Month: April 2016
Insuring Assets in Your Trust…a Must!
Estate planning attorneys often recommend that you transfer your assets into a Living Trust (also called a Revocable Trust). This process is sometimes called "funding" the Trust. By transferring assets into the Trust before death, you can avoid--or at least...
In Florida Elder Law, What is the CARES Assessment?
In the field of elder law in Florida, the CARES program is often discussed. The Comprehensive Assessment and Review for Long-Term Care Services (CARES) is Florida's federally mandated pre-admission screening program for nursing home applicants. Federal law...
