A pour-over will catches assets that never made it into your Florida revocable trust during life. Learn what it does, its limits, and why funding still matters.
Florida Pour-Over Wills: The Companion Document Your Revocable Trust Needs
A pour-over will catches assets that never made it into your Florida revocable trust during life. Learn what it does, its limits, and why funding still matters.
Florida trust beneficiaries can challenge a trust procured by undue influence. Learn the seven-factor Carpenter test, presumptions, and your remedies. Statewide representation.
A funded Florida revocable living trust avoids probate but does not shield assets from creditors or estate tax. Learn what an RLT does and does not accomplish.
Florida’s Community Spouse Resource Allowance protects assets for the healthy spouse when one needs nursing home Medicaid. Learn the 2026 figures and planning strategies.
Florida Medicaid’s 60-month lookback reviews every asset transfer in the 5 years before application. Learn the penalty calculation, exempt transfers, and pre-planning strategies. Statewide Florida elder law.
Florida trustees must comply with strict accounting rules under Fla. Stat. § 736.08135. Learn what makes a trust accounting deficient, the 6-month limitations trap, and your remedies as a beneficiary. Statewide Florida representation.
After a Medicaid recipient dies, Florida’s AHCA can try to recover what it paid from the estate. The homestead exemption, the deferral rules, and the planning tools that stop recovery before it starts.
When one spouse needs Florida nursing home Medicaid, federal law protects the healthy spouse from being impoverished. The 2026 Community Spouse Resource Allowance, MMMNA, and the rules that save marriages and savings.
Florida’s Lady Bird Deed lets you keep Medicaid eligibility, avoid probate, and block Medicaid estate recovery on your home — all without giving up control during your lifetime. Here’s how.