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

Estate Planning Can Give You Peace of Mind in Disaster Situations

Hurricane season always brings a sense of dread, even for the most seasoned Floridians. However, you can maintain some peace of mind by having an estate plan established long before a major storm hits. Below are a few examples of ways in which having an estate plan helps when you’re dealing with the effects of… Read More »

What We Can Learn from Hurricane Irma About Financial Planning

When Hurricane Irma hit Florida in September, many residents were left with the difficult decision of whether they would stay at home or evacuate. Those who did leave the area likely worried about what the state of their homes and properties would be once they returned. With the storm now in our rearview mirror, there… Read More »

Special Needs Trusts Help Protect Medicaid Benefits

If you have any type of physical or mental disability, you may have some additional concerns to cover in your estate planning process. If, for example, you receive Medicaid benefits because of your disability, you may wonder how you can protect those benefits if, for example, you were to suddenly inherit a significant sum of… Read More »

CMS Renews Medicaid Waiver, Low Income Pool in Florida

The Centers for Medicare and Medicaid Services (CMS) recently approved Florida’s Medicaid waiver, allowing the state to keep users on managed care contracts while also continuing a fund that helps hospitals to pay off uncompensated care under the program. The new waiver that was renewed is essentially a continuation of the previous waiver approved in… Read More »

Frequently Asked Questions About Advance Directives

An advance directive is a legal document that enables you to state your preferences when it comes to medical care. In case you are incapacitated or otherwise incapable of making your own healthcare decisions, an advance directive offers instructions for specific scenarios — particularly those related to end-of-life care. Below are answers to some of… Read More »

Report: Most Americans Don’t Have Advance Directives

A new report from the University of Pennsylvania’s Palliative and Advanced Illness Research Center (published in the journal Health Affairs) indicates that roughly two-thirds of all American adults do not have any advance directives in place. Advance directives outline a person’s wishes in the event of their incapacitation and inability to make their own healthcare… Read More »

The Most Common Mistakes Business Owners Make When Planning for Succession

All successful business owners know how to plan. To that end, they should have a succession plan established as part of their estate planning. However, when executed poorly, succession planning can make matters more stressful and chaotic — rather than easier — for a business owner. The following are a few of the most common… Read More »

How a Cohesive Estate Plan Will Help Your Children

Your estate plan doesn’t just help you to plan for your future — it also helps your children in many ways. The following are just a few ways an estate plan will benefit your kids: Protects inheritance: If you pass away before your children are old enough to legally collect their inheritance, you could still… Read More »

Putting a No-Contest Clause into Your Will

If you have any reason to believe someone would challenge the validity of your last will and testament in court, or if you simply want to add an extra level of protection to your estate plan, you can add a “no-contest” clause. This discourages people from contesting your will by implementing a condition that anyone… Read More »

A Checklist to Help You Make a Living Trust

Are you interested in setting up a living trust? Below is a quick step-by-step guide to help ensure you don’t forget anything important: Decide on a shared or individual trust: If you’re married and own most of your property with your spouse, it might make more sense for you to go with a shared trust…. Read More »

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