Estate Planning Blog

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Here’s Why You Need an Estate Plan

July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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A Failed Attempt to Piece an Irrevocable Trust for Medicaid

July 30, 2021
Both in Florida and New Jersey and New Jersey, when applying for Medicaid, a single applicant cannot have more than $2,000.00 in assets (New Jersey references “resources”).  In order for an asset to be counted for Medicaid, it must be available. Generally, "available" means the unrestricted ability to convert the asset into cash for one's […]
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Executors Beware of Personal Liability with the IRS!

July 29, 2021
On July 202, 2021, the Tax Court ruled for the IRS in Estate of Kwang Lee v. Comm'r, T.C. Memorandum 20201-92. Anthony J. Frese, an attorney, was named the executor of Mr. Lee's estate. Upon the examination of Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, the IRS issued a deficiency in tax, […]
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Will I Live Longer, if I Babysit the Grandchildren?

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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Critical Reasons You Need to Seek an Elder Law Attorney

June 23, 2021
There are many different practice areas in law and one of those is elder law. This is where a lawyer assists their clients with issues that affect seniors and their families, in particular long-term care. Before we go on, it is important to note that estate planning is not just for seniors. In fact, when […]
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Law Firm Positioned For Growth With New Office Location

April 20, 2021
Ferraro & Mills PLLC is pleased to announce the opening of our new office location at 8895 N. Military Trail, #E102, Palm Beach Gardens, FL 33418. Nancy Ferraro, Esq., co-founder stated, "From the moment you arrive, you will feel welcomed. From being greeted by the professional, courtesy staff, we are committed to protecting your legacy […]
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Time for an Elder Law Attorney

April 17, 2021
Alzheimer's and Dementia – Time for an Elder Law Attorney The diagnosis of Dementia or Alzheimer's can be a devastating time, for the person with it and the people close to them. Often the symptoms at first are fewer, less noticeable and have only a small impact on everyday life. But it worsens and by […]
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Third Party Special Needs Trusts

April 17, 2021
Third Party Trust Options in Special Needs Planning It is essential when you have a child with special needs that you do some careful planning with the help of an attorney experienced with special needs planning to make sure when you are no longer able to take care of them, they are taken care of.  […]
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Elder Law, Special Needs Planning, and Veteran’s Benefits

April 17, 2021
Ferraro & Mills PLLC, a regional law firm with a family and community-centered approach, is pleased to announce the launch of new practice areas: Elder Law, Special Needs Planning and Veteran’s benefits. Nancy Ferraro, Esq. and Darren J Mills, Esq., CPA have over 30-years of combined experience giving them the capabilities to help your loved […]
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‘Tis the season… for senior fraud - PART ONE – Spotting the Signs

November 5, 2020
Welcome to the holiday season… a time for visiting with long lost loved ones.  You may notice some personality changes in your older friends and family members. The first step in protecting our loved ones is recognizing the signs that someone we care for may be the victim of elder abuse and/or fraud.  Statistics show […]
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