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Pyle & Dellinger, PL: April 2015

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Pyle and Dellinger, PL. Monday, April 6, 2015. Helpful Information After the Death of an Individual. People often find themselves overwhelmed by the tasks they have to complete when a loved one passes away. Therefore, the below is a list of helpful information to aid during a difficult time:. 1 Locate the deceased person's original Last Will and Testament and/or Trust. 2 Notify Social Security and apply for applicable death benefits. If the decedent was a member of any of the Armed Services). D Establish...

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Pyle & Dellinger, PL: December 2014

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Pyle and Dellinger, PL. Friday, December 5, 2014. Undue Influence in Will Contest. Quinn v. Phipps, 93 Fla. 805, 113 So. 419 (1927). To prove undue influence it must amount to "over persuasion, duress, force, coercion, or artful or fraudulent contrivances to such extent that there is a destruction of free agency and willpower of the testator.". In re: Lamberson's Estate, 407 So.2d 358, 362 (Fla. 5th DCA 1981). One of the leading cases,. In re: Estate of Carpenter, 253 So.2d 697 (Fla. 1971). The outcome o...

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Pyle & Dellinger, PL: December 2013

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Pyle and Dellinger, PL. Friday, December 13, 2013. Well-known people tout reverse mortgages on television and in publications, making them sound like the best thing since sliced bread. Some believe it, and some question whether reverse mortgages are useful at all. The topics to be discussed by both presenters include:. The basic definition of a reverse mortgage, including how it differs from a regular mortgage;. Costs and how they are paid;. Ownership of property;. Pyle and Dellinger, PL. Non-retirement ...

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Pyle & Dellinger, PL: Helpful Information After the Death of an Individual

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Pyle and Dellinger, PL. Monday, April 6, 2015. Helpful Information After the Death of an Individual. People often find themselves overwhelmed by the tasks they have to complete when a loved one passes away. Therefore, the below is a list of helpful information to aid during a difficult time:. 1 Locate the deceased person's original Last Will and Testament and/or Trust. 2 Notify Social Security and apply for applicable death benefits. If the decedent was a member of any of the Armed Services). D Establish...

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Pyle & Dellinger, PL: Year 2015 Medicaid Allowances

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Pyle and Dellinger, PL. Friday, February 27, 2015. Year 2015 Medicaid Allowances. Full-time nursing care is a financial burden. If medical and financial eligibility standards are met, Medicaid assistance may be available. This article deals with the financial requirements. The community spouse will be able to keep that spouse’s income and maybe a portion of the applicant’s income, depending on the community spouse’s income and expenses. The community spouse’s monthly maintenan...Single) $4,398.00. Labels...

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Pyle & Dellinger, PL: How to Avoid Guardianship

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Pyle and Dellinger, PL. Monday, January 26, 2015. How to Avoid Guardianship. People often do not understand that establishing a guardianship over a person is an expensive, time-consuming and embarrassing court process. It can be necessary even when a married person is incapacitated and the spouse needs to take action regarding the home or assets in the incapacitated spouse's name. Many people are unaware that a guardianship can be avoided by executing Durable Powers of Attorney. Pyle and Dellinger, PL.

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Pyle & Dellinger, PL: October 2014

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Pyle and Dellinger, PL. Monday, October 27, 2014. Revocable Living Trust as Beneficiary of Life Insurance? The First District Court of Appeal of the State of Florida issued an opinion in Morey v. Everbank ,. Holding that life insurance policies payable to a revocable trust, while usually exempt from creditors, can be subject to creditor's claims if language in the trust waives such exemption. Pyle and Dellinger, PL. Labels: Michael A. Pyle. Wednesday, October 8, 2014. The client could add a provision in ...

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Pyle & Dellinger, PL: Homestead and Medicaid

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Pyle and Dellinger, PL. Tuesday, March 17, 2015. If the applicant changes the title in any way within five years before qualifying, or after qualifying, by adding a name to the title, or creating a traditional life estate, the Medicaid program considers it a transfer of assets, and eligibility will be lost. It is not always possible to retain the home after entering a nursing home, but laws do allow the home to be retained and still receive Medicaid assistance. Pyle and Dellinger, PL.

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Pyle & Dellinger, PL: July 2014

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Pyle and Dellinger, PL. Wednesday, July 30, 2014. As I wrote in a recent article, I recently gave a talk regarding. Scams, Shams, and Flimflams. As I was preparing for the talk, I came across a great number of government and non-government websites providing information on these matters. This information came from the FBI's site, Common Fraud Scheme http:/ www.fbi.gov/scams-safety/fraud/fraud#advfee. Our local newspaper has reported how locals have fallen for such frauds recently in this area. The FBI si...