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An Overview of Setting up a Trust and Selecting a Trustee

An Overview of Setting up a Trust and Selecting a Trustee

by Sheryl Manning | Sep 28, 2023 | Estate Planning

The wealthy aren’t the only ones who use trusts. Rather than focusing on wealth, they serve a variety of purposes and solve specific problems. Do you want to keep your affairs private and stay out of probate court? Do you have a blended family? Do you want to...
What You Need to Know About Buying Special Needs Housing

What You Need to Know About Buying Special Needs Housing

by Sheryl Manning | Sep 21, 2023 | Special Needs Planning

Here are some tips to consider before searching for a home that can meet a physical or developmental need. The US Department of Housing and Urban Development (HUD) lists state and local government agencies and other organizations that can help you. At the federal...
The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

The Cost of a Doctor’s Visit Is Out of Reach for Many Americans

by Sheryl Manning | Sep 14, 2023 | Elder Law, Estate Planning

Before seeking medical care, imagine if you were ill and had to decide if you could afford it. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity. About half of US adults have gone without or delayed medical...
Understanding Special Needs Trusts

Understanding Special Needs Trusts

by Sheryl Manning | Sep 7, 2023 | Elder Law, Special Needs Planning

Trusts are created when someone or a company manages property or assets on behalf of another. The person or entity is known as the trustee and has the responsibility of making decisions in the best interest of the trust beneficiary. Trusts are advantageous because...
Physical Challenges Associated With Aging in Place

Physical Challenges Associated With Aging in Place

by Sheryl Manning | Aug 31, 2023 | Elder Law

Over half of Americans over 50 plan on aging in place, according to AARP. These seniors are willing to employ alternative solutions to make it happen. The alternatives include home sharing (32%), modifying their home (31%), and relocating to communities that provide...
What Is the Difference Between Special Needs and Disabilities?

What Is the Difference Between Special Needs and Disabilities?

by Sheryl Manning | Aug 24, 2023 | Special Needs Planning

There is a difference between disability and special needs, which are often used interchangeably. Disability is a legal term referring to a physical or mental impairment substantially limiting one or more major life activities. Special needs is a more general term...
Probate Process: What You Need to Know

Probate Process: What You Need to Know

by Sheryl Manning | Aug 17, 2023 | Estate Planning, Probate

The purpose of probate court is to verify the validity of a will and to ensure that an executor handles the decedent’s assets, debts, and final tax filings in accordance with the decedent’s wishes and the law. To begin probate, a personal representative or...
An Overview of Unmarried Couples and Estate Planning

An Overview of Unmarried Couples and Estate Planning

by Sheryl Manning | Aug 10, 2023 | Estate Planning

The number of Americans who are widowed or divorced has reached record levels, causing new partnerships to form among older Americans. The US Census Bureau reports that more than half of all older adults have only married once, opting to stay legally single in their...
The Accessible Traveler’s Guide: Tips for Disabled Travelers

The Accessible Traveler’s Guide: Tips for Disabled Travelers

by Sheryl Manning | Aug 3, 2023 | Elder Law, Special Needs Planning

“Accessible travel” and “disabled travel” are relatively recent terms referring to travel for people with disabilities. People with disabilities simply refer to travel as “accessible travel” or “disabled travel”. There...
The Importance of Estate Planning for Growing Families

The Importance of Estate Planning for Growing Families

by Sheryl Manning | Jul 27, 2023 | Estate Planning

Most young parents have no thoughts of dying or becoming seriously ill or injured. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, disability insurance, and life insurance. Even though many young...
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1104 Ponce de Leon Blvd
Coral Gables, Fl 33134
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