Preserving Social Security Benefits Against Creditor Claims

Debt is common for most Americans. Unexpected events such as job loss or sickness may cause defaults on debt.  The resulting credit damage or creditor judgments may follow a debtor for life. To that end, many Americans nearing retirement or in retirement who rely on social security benefits wonder if social security benefits are subject […]

Using a Lady Bird Deed to Maintain Florida Residency Exemptions

President Lyndon B. Johnson signed into law the Civil Rights Act of 1964 and the Clean Air Act in addition to waging a “War on Poverty.”  He also contributed an estate planning tool that remains popular with residents of certain states today. President Johnson used a special type of deed to gift property to his […]

Florida Health Care Surrogate and Do Not Resuscitate

The ongoing COVID-19 pandemic has created uncertainty for many people. During recent weeks, a number of our colleagues and clients expressed confusion about end-of-life planning, health care surrogate powers and do not resuscitate orders (“DNR Order”). Under Fla. Stat. § 401.445, incapacitated individuals are presumed to have provided informed consent to procedures such as cardiopulmonary […]