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

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 »

Common Misconceptions Associated with Wills and Trusts

Proper estate planning is important for people from all walks of life, including those whose level of wealth is modest in nature. Unfortunately, there are numerous misconceptions associated with estate planning that can get in the way of individuals taking the right steps to protect their assets and provide for their loved ones. The following… Read More »

The Probate Process: What to Expect

Going through probate is often necessary to completely wrap up the estate of a recently deceased loved one. The estate administrator (or executor) works under the probate court’s supervision to complete several different tasks to fulfill all the estate’s responsibilities, such as distributing assets and paying debts. The following is a general overview of what… Read More »

How to Create a Will That Holds Up to Challenges

As you establish your estate plan, one key issue you’ll likely want to avoid is leaving any doubt as to your intentions or ability to make sound decisions when you set up your will. Otherwise, it’s possible that certain individuals could try to challenge your will in court. You must make the appropriate efforts to… Read More »

Are You Legally Obligated to Include Stepchildren in Your Will?

When setting up an estate plan, it’s common for individuals with stepchildren to wonder if they have to leave assets and property to stepchildren. The simple answer is that if you have not legally adopted your stepchildren, you have no legal obligation to even mention them in your will. On the other hand, if you… Read More »

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