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Legal Blog Posts

Why the Middle Class Should Consider Medicaid Planning

Medicaid planning is often associated with low-income families, but it is increasingly relevant for the middle class. As healthcare costs continue to rise, particularly for long-term care, middle-class families must consider Medicaid planning to protect ... Read more

The Unintended Consequences of Having a Will

Anna was an interested buyer searching for homes in the $250,000 range in SWFL. Anna liked one property and submitted an offer in January 2020, which was accepted. The closing was set for 45 days. Anna was notified that the owner had passed away. Here is... Read more

Problems with Powers of Attorney in Florida

A power of attorney (POA) is a powerful legal tool that allows an individual (the principal) to appoint someone else (the agent) to manage their affairs. While POAs can be incredibly useful, they are not without their challenges, especially in Florida. H... Read more

Planning Is For The Living

Every week, I get calls from adult children or close friends that sound something like this: “My Dad had a stroke. He is in the hospital. I don’t know what to do.” “My husband is in an assisted living. We cannot afford to pay for the ca... Read more

Essential Estate Planning for Snowbirds: Navigating Powers of Attorney, Health Care Surrogates, Pre-Need Guardians, and Living Wills in Florida

As a Florida attorney, I often encounter clients who split their time between their homes up north and their residences here in the Sunshine State. These “snowbirds” enjoy the best of both worlds, but they must be aware of the legal implicati... Read more
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Knowledgeable Aging®, LLC 2025 and the Knowledgeable Aging Speaker Series. The views, thoughts, and opinions expressed by the presenters of Knowledgeable Aging®, LLC webinars and speakers of the Knowledgeable Aging Speaker Series are solely those of the webinar presenters and/or Speaker Series speakers, and not necessarily those of Knowledgeable Aging®, LLC. or its employees, organization, committee(s) or other group or individual. The presented content does not provide or constitute medical, financial or legal advice. The content is for information purposes only. Viewing or listening to the content does not constitute a physician-patient, dentist-patient, fiduciary-client or attorney-client relationship.

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