Attorney Audrey

Medicaid qualified income Trust

Can You Avoid the Florida Probate Process?

The Florida probate process can be time-consuming, expensive, and stressful for your loved ones during an already difficult time. If you are concerned about what will happen to your assets after you pass away, you might be wondering: Can you avoid the Florida probate process altogether? The good news is that with the right estate […]

medicaid penalties

How to Avoid Medicaid Penalties When Protecting Your Assets

Planning for Medicaid eligibility while safeguarding your assets is a delicate balancing act. Many families rely on Medicaid to cover the steep costs of long-term care, but they often don’t realize that missteps during the application process can lead to penalties. These penalties can delay benefits just when you or your loved one need them […]

My Assets

The 3 Things You Should Know About Florida Trust Administration

Administering a trust in Florida is a significant responsibility that goes beyond simply managing assets, it involves a deep understanding of legal obligations, the trust’s specific terms, and the fiduciary duty owed to beneficiaries. As a trustee, you are charged with upholding the trust’s purpose, ensuring the proper management and distribution of assets, and adhering […]