Estate Planning

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  • The Role of Your Attorney When Planning for Medicaid

    Posted By Owenby Law, P.A. || 8-Jan-2018

    Health care for seniors and disabled individuals can not only be expensive, but can also exceed a person's financial means. However, determining if you are eligible for Medicaid can be a complex and time-consuming process. The application and review process can be lengthy, which is why you want an attorney who focuses on Medicaid planning to help you come up with a strong legal strategy that ...
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  • Retirement Planning: When to Involve an Attorney

    Posted By Owenby Law, P.A. || 6-Dec-2017

    You don’t need much to start thinking about how you want to retire and consider your financial options. (In fact, you’re doing it right now.) However, many people open retirement accounts and begin estate planning in order to help their loved ones avoid probate down the road and make it easy for money to be withdrawn and used as needed. This often requires you to pick the right sort of ...
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  • What You Need to Know When Planning Your Retirement

    Posted By Owenby Law, P.A. || 21-Nov-2017

    Planning for retirement can be exciting, but it can also be stressful. People often wonder if they will be able to live comfortably after they quit working, or how much they will need to set aside each month to be financially stable after retirement. In general, there are 3 things you should think about when planning for retirement. You should consider: 1. The cost. It is important to calculate ...
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  • Are Holographic Wills Valid in Florida?

    Posted By Owenby Law, P.A. || 18-Sep-2017

    A hand written and unwitnessed will is called a “holographic” will. Although holographic wills are valid in many states across the country, they are not valid in Florida. A handwritten will is valid in Florida only if it has been properly signed and witnessed. In this blog, we explain what you need to make a valid will in the state of Florida. Valid Will Requirements The most commonly ...
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  • What Happens If Someone Dies Without a Will?

    Posted By Owenby Law, P.A. || 24-Jul-2017

    Not all people are prepared for their final moments. Accidents happen on a daily basis, to young and old alike. No matter how young or young-at-heart you are, it’s never too early to draft a will. If you die without one, your assets will be distributed according to Florida law, which may not be what you want. Under Florida law, those who pass away without wills die intestate. Florida’s ...
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  • How to Minimize Your Estate Taxes in Florida

    Posted By Owenby Law, P.A. || 17-Jul-2017

    Many seniors decide to pack up and move to Florida. Partly, this may be because of the great weather and location; however, the other half of this reasoning has to do with estate planning. Typically, those in retirement decide they also need to start preparing for end-of-life care and their estates following their deaths. Florida is one of the few states that doesn’t impose a state estate ...
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  • What Are the Benefits of Medicaid Planning?

    Posted By Owenby Law, P.A. || 21-Jun-2017

    It’s never too soon to plan for your future, and if you foresee any potential need for nursing home care, preparing for Medicaid now may benefit you in the long run. While it may seem unnecessary to plan for your care now, it’s important to understand that nursing home upkeep is extremely expensive, and few people are able to afford it on their own. Our firm can help determine your ...
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  • Owenby Law, P.A. Opens New Office Location in St. Augustine, Florida

    Posted By Owenby Law, P.A. || 4-Aug-2016

    Our legal team at Owenby Law, P.A. is pleased to announce that we have opened a new office location in St. Augustine, Florida. At this location, we will provide all of our services to the residents of our city and other cities throughout St. Johns County. Because we are dedicated to serving our clients with highly experienced representation, we will continue to handle cases pertaining to the ...
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  • 6 Essential Estate Planning Tools

    Posted By Owenby Law, P.A. || 7-Jul-2016

    More than half of American consumers do not have a will, and nearly 70 percent of parents with children under the age of 18 don’t either. Although many people understand the importance of creating an estate plan, following through can be a challenge. Usually, this is because people are unfamiliar with estate planning tools and are hesitant to reach out to an attorney. In the interest of ...
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  • The Importance of Creating an Estate Plan

    Posted By Owenby Law, P.A. || 19-Feb-2016

    When you are enjoying your prime years in good health, it is understandable that estate planning is not at the forefront of your attention. Certainly, it can be unpleasant to think about a time when you will no longer be able to care for your loved ones, but it is nonetheless important to make these considerations before it is no longer possible. It is never too early to start thinking about ...
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  • What Women Should Know About Social Security

    Posted By Owenby Law, P.A. || 15-Dec-2015

    Did you know nearly 60% of Social Security benefits recipients are women? That’s right. Because we are now living in the 21 st century, more women are employed now than any other point in history. As a woman, there are a few things you should understand regarding social security and your right to obtain such benefits. To help you understand, we have answered some frequently asked questions. ...
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