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The Law Offices Of Keane, Thomas And Pinnacoli

1439 NE Jensen Beach Blvd.,
Jensen Beach, FL 34957

Estate Planning Blog

The Law Offices of Keane Thomas & Pinnacoli - Stuart, Florida Estate Planning Attorney

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inheritance for a blended family

How Marital Trusts Help Protect Blended Families

Understanding marital trusts is crucial for couples looking to secure their financial future and provide for the surviving spouse tax-efficiently. This article is a guide to marital trusts, how they work and their advantages and disadvantages. With the potential to safeguard assets and ensure that they reach the intended beneficiaries, marital trusts can be an effective part of a comprehensive estate plan, particularly for those in a second marriage or a blended family. What Is a Marital Trust? A marital trust is a type of irrevocable trust and is crafted to benefit…
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Posted on: February 15, 2024

Why You Need to Include Digital Assets in Your Estate Plan

From Bitcoin to Gmail accounts, the rules governing ownership, storage and transferability of digital assets differ significantly from traditional forms of wealth.
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Posted on: October 21, 2023

What You Should Know about Inherited IRA

Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.
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Posted on: October 18, 2023
Medicare and nursing homes

How Much Does Medicare Pay for Nursing Home Stays?

As seniors age, the need for long-term care increases, particularly when they cannot do the activities of daily living (ADL), such as getting dressed, bathing, or preparing meals. Care in a nursing home or skilled nursing facility (SNF) may be appropriate for these older adults. However, it’s one of the biggest expenses Medicare beneficiaries are likely to face.
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Posted on: October 9, 2023

Are CDs Good for My Estate Plan?

Certificates of deposit (CDs) are treated the same as other forms of property during the inheritance process.
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Posted on: October 9, 2023
Stuart Florida Medicaid

Common Questions about Applying for Medicaid

Navigating the complexities of government healthcare programs can be a daunting task, especially when it comes to applying for Medicaid. Medicaid is a vital program that provides healthcare coverage for individuals and families with limited income and resources.
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Posted on: October 2, 2023

How to Plan Ahead in Case a Loved One Has Dementia

The sooner someone facing a dementia diagnosis begins plans for their future care and financial decisions, the better it will be for those they love, experts say.
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Posted on: September 15, 2023

Wrong Form Leads to a Trust Forfeiting a Large Tax Refund

The moral of this tax tale is that you have to be careful about making sure you file the right tax form to get what you want.
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Posted on: September 15, 2023
florida medicaid crisis planning

The Benefits of Hiring a Lawyer for Medicaid Applications

Hiring a lawyer for Medicaid applications can offer several benefits.
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Posted on: August 28, 2023
Jerry Springers will

Did Jerry Springer Really Leave His Fortune to Two Teens?

The legendary late chat show host Jerry Springer has gone viral for a resurfaced clip of him reading a will, as he gave a large portion of his assets to two Black kids he had out of wedlock but it has since been revealed to be a virtual play.
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Posted on: August 11, 2023
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