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Port Charlotte Estate Planning Lawyer Explore Healthcare Proxies

Estate Planning & Will

There can come a time in your life when you need to speak for yourself but you cannot. Whether you have just been involved in an serious accident or a disease has suddenly struck, medical personnel are going to need you to make decisions regarding your treatment. It is at times like this where you really need to have a healthcare proxy on file with your estate planning lawyer. With this document in place, you will have someone speak for you and make the decisions that could save your life. (more…)

How to make sure your North Fort Myers Estate Planning is Individualized

estate planning 2

In North Fort Myers, passing away without an estate in place leaves your family at the mercy of the Florida probate courts. Any instances where elder law statutes would apply would follow the letter of the law and not your personal wishes. If you have guardianship issues you did not take care of with an estate, then the probate court will use state laws to make those decisions for you. Instead of leaving your family’s future up to the state, you should take matters into your own hands and make sure your estate planning is individualized. (more…)

Why you need a Fort Myers Elder Law Lawyer


People in Fort Myers often make the mistake of assuming that estate planning services and elder law services are the same things. In reality, the two are very different. Estate planning handles issues pertaining to the distribution of assets after your death and handling guardianship issues for your dependent children. Elder law handles issues that deal with Medicaid, health proxies, and power of attorney. In other words, elder law issues are those that must be attended to while you are still alive. (more…)

The Importance of Emergency Guardianship

Special Needs

Emergency guardianship is an important and complicated part of elder law that can happen quickly. When a loved one experiences a medical situation that leaves them unable to make important decisions regarding their estate, they become a ward and the probate court will step in and assign an emergency guardian. The family can also petition the court to name one of them as the emergency guardian, but the process must take place quickly.

Once an emergency guardian is in place, there are many decisions that need to be made. Every family should discuss an emergency guardian situation and understand the importance of being ready for these types of crisis moments. (more…)

I Think my Port Charlotte Will was Forged. Is there Anything I can do?

Last Will 2

You went into your lawyer’s office to review the portion of your will that speaks about the guardianship of your special needs child and something did not seem right. While you are not a lawyer, you can recognize conditions in your own will that look out of place. As you review past changes, you notice elder law provisions that you do not remember and you even question the authenticity of the initials that claim to be yours. (more…)

When to Update your Marco Island Will

Last Will

One of the most important tools of elder law and estate planning is the will. A will is a document prepared by a legal professional that outlines, in detail, how you would like your assets and property to be distributed when you pass away. Each state has its own laws as to what is considered an acceptable will, which is why you should have your will done by a professional. (more…)

Do I Really Need a North Fort Myers Estate Planning Lawyer?

Estate Planning Lawyer

If you were to take an informal poll of the people of Fort Myers, you will find that the majority of people believe that only those with significant financial resources need estate planning services. An estate planning lawyer offers a variety of useful services to a broad range of people from all walks of life. Along with elder law issues that are important as a person ages, an estate planning lawyer can help make arrangements that would benefit almost any member of the Fort Myers community. (more…)

Real Estate Exemption for Medicaid Eligibility


Medicaid will pay for home care or nursing home care if the applicant’s available, countable resources are less than $2,000. An allowance called the Community Spouse Resource Allowance is available for Medicaid applicants who are married. If Medicaid discovers an applicant has transferred property five years before trying to get Medicaid, they may be hit with a “transfer penalty” that triggers a period of time in which they are disqualified from Medicaid. However, real estate exemptions exist that do not interfere with being approved for Medicaid. (more…)

These Mistakes Can Damage Your Marco Island Estate

Estate Planning

Estate planning is much more complicated than just making a will. Misconceptions about implementing estate planning often leads to mistakes that could damage your Marco Island estate. In some cases, these mistakes may not only damage your financial stability but also wreck family relationships. Here are the top four mistakes our estate planning attorneys often find when restructuring estate plans: (more…)

Protect your Sanibel Estate and Pay for your Long-Term Health Care

Long-Term Care

Long-term health care may be required if you are unable to perform daily tasks necessary to maintain your general well-being for an extended, if not permanent, period of time. Ensuring your Sanibel estate provides enough reserve finances to cover long-term health needs may require an estate plan developed by a knowledgeable estate planning attorney. (more…)


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