Informed, compassionate and discreet elder law and estate solutions
The Charles Law Offices
Largo Office Wells Fargo Building
801 West Bay Drive, Suite 518
Largo, FL 33770
Phone: 727-683-1483
Toll Free: 866-499-3322
Clearwater Office Hodusa Towers
28870 U.S. Highway 19 North,
Suite 300
Clearwater, FL 33761
St. Petersburg Office Crossroads Office Center
1700 66th St. N.,
Suite 209
St. Petersburg, FL 33710

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Recent Blog Posts

Are You Able to Have People Share Power of Attorney?

Granting an individual power of attorney can protect you and your financial interests in the event of your incapacitation. But are you allowed to give that power to more than one person at a time? If you decide to establish durable power of attorney for finances, for example, you may name more than one agent… Read More »

What a Will Does Not Do for Your Estate Plan

A last will and testament is a simple, effective tool to help you resolve many of your estate planning needs. However, they cannot (and are not meant to) do everything for you. The following are some estate planning tasks that go beyond the limitations of a typical will: Reducing estate taxes: If you are hovering… Read More »

Privacy is a Key Advantage of Trusts

There are many different reasons why a trust may be appropriate for some estate plans, including tax benefits and the ability to control which individuals receive certain assets and property. But one of the primary advantages comes in the form of the enhanced privacy trusts tend to offer. Trusts do not have to be filed… Read More »

What Inheritance Rights Do Adopted Children Have?

Adopted children typically have the same legal rights to inherit from their adopted parents as biological children of the same parents. In an adoption, children’s legal relationship with their biological parents are officially severed, meaning, among other things, that they now have inheritance rights with their adoptive parents, but not their birth parents. These inheritance… Read More »

What to Know About Having Witnesses for Your Will

When you create a last will and testament, you must get signatures from at least two witnesses. These witnesses are on hand so they may later testify about your state of mind and your actions if there is ever a challenge to the validity of your will. They don’t necessarily have to know the contents… Read More »

Provisions You Might Want to Include in Your Will

There are no federal or Florida state laws dictating the language you need to use in your last will and testament. In fact, you have quite a bit of flexibility in terms of what you include in your will and how you word it. However, there are some clauses and provisions you might consider including… Read More »

Why You Should Only Take Medicaid Planning Advice from an Attorney

There has been a recent surge in the services providing Medicaid planning advice to seniors without the assistance of an attorney. Although these services can be helpful in some ways, there is no replacement for the sound guidance of an experienced attorney when it comes to your long-term care planning. The following are a few… Read More »

Wills Sometimes Not the Best Way to Distribute Personal Items

A will is a simple and effective tool for passing down your assets to your loved ones after your passing. However, you should not use a will to create a full, line-by-line inventory of the items you own and what you wish to happen to them. If you have certain personal items that do not… Read More »

‘Spending Down’ Assets May Help You Qualify for Medicaid

As you go through the process of applying for Medicaid benefits, you might find that you own too many assets to qualify. Because Medicaid is a needs-based program, applicants must have insufficient assets to pay for their own medical coverage. There are legal ways you can “spend down” to be able to qualify for Medicaid… Read More »

Protecting Your Spouse’s Income During Long-Term Care

If you are the spouse of an individual living in a nurse home, the federal Medicaid program has a set of rules to allow you adequate income and assets to continue to support yourself. The rules apply to any spouses of Medicaid recipients who are receiving long-term care, even in their own homes (as of… Read More »

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