Coastal Legacy Law

It’s a smart move that everyone should think about! 👀 A Medical Power of Attorney document allows you to choose someone you trust to make medical care decisions for you if you're unable to do so for yourself. While generally, a living will sets forth your wishes with regards to receiving care for the purposes of “prolonging life” or being on “life-sustaining” care such as life-support systems. It’s like having a trusted friend or family member by your side during tough times! 💝 Let’s make sure your wishes are honored and your loved ones feel confident in their decisions. Reach out to our office today for a consultation—we're here to help you every step of the way! 😊 #PowerofAttorney #HealthcarePlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

Want to skip the lengthy and costly probate process? 🏡✨ Proper estate planning is the secret to success! By creating a solid plan, you can ensure your assets are distributed quickly and according to your wishes—without court intervention. ✅ Use tools like trusts, joint ownership, and beneficiary designations to keep your estate out of probate. Imagine the relief for your family during tough times! ❤️ Ready to simplify your estate plan? Contact us today for a consultation! Schedule a consultation with our office today by visiting our website at https://lnkd.in/dsUKy9UN or give us a call at (833) 358–7878. #ElderLaw #EstatePlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

Ready to make an estate plan? Things you should do BEFORE sitting down with an attorney: 📝 Make a list Jot down everything you own. Investments, retirement accounts, your house, other real estate, and personal property. 🙋♂️Select Executor and/or Trustee Find someone you trust. Your primary decision-maker is someone who you trust to carry out the plan you put together 🎁 Select the receiver Who’s going to get your stuff? A beneficiary (or a receiver) will be the first in line to receive your estate. ✍🏼 Take Action! Time to get started. Give us a call and schedule your consultation - so that you can find out what is the right tool for your planning needs. 📋Meet With Your Attorney With our guidance, learn whether you need a will or a trust A WILL allows you to direct how your assets will be distributed. A TRUST is a legal arrangement through which your assets are held for a beneficiary. #PlanAhead #EstatePlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

Happy Presidents’ Day! 🇺🇸 Today, we honor the leadership, wisdom, and sacrifices of our nation’s past presidents. Wishing you all a wonderful and safe holiday! #PresidentsDay #CoastalLegacyLaw

Happy Valentine’s Day from our team! 💖 Whether you’re spending the day with a special someone or enjoying some well-deserved self-love, we hope your day is filled with joy, laughter, and love. 🌹💕 #ValentinesDay #CoastalLegacyLaw

In 2024, the average funeral costs around $8,300 (ouch!!). 💰 So, can you pay for a funeral and still qualify for Medicaid? Yes, but it’s essential to plan wisely! Medicaid allows you to set aside funds in a dedicated account for funeral expenses, but if you want to cover more, consider an irrevocable funeral trust. This lets you prepay without affecting your #Medicaid eligibility. Pre-paying not only secures your wishes but also helps relieve your loved ones of financial stress during a difficult time. Let’s make sure you have a solid plan in place! 🕊️ #ElderLaw #FuneralPlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

Curious about putting your house in a trust? 🤔 The good news is, if you do, you can still sell it! When you place your home in a trust, you retain control over the property. This means you can buy, sell, or refinance just like you would if the house were not in a trust. The key is to ensure the trust document allows for these transactions. So, if you're considering a trust for estate planning, rest assured—you can still make moves with your property! 🏡 ✍🏼 Need help setting up a trust that meets your needs? Let’s chat! Schedule a consultation with our office today by visiting our website at https://lnkd.in/dsUKy9UN or give us a call at (833) 358–7878. #Trusts #EstatePlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

Happy Armed Forces Day! 🎖️ Today, we celebrate the dedication and sacrifice of our military personnel. As Veterans age, understanding their benefits can become overwhelming. That’s where we come in! As an elder law attorney, we specialize in helping Veterans and their families secure the benefits they deserve, ensuring a smoother transition into retirement and beyond. Let’s honor our heroes by making sure they have access to the resources they need. If you have questions about Veterans' benefits or need assistance, contact our office today! #VeteransSupport #ArmedForcesDay #ElderLaw #CoastalLegacyLaw

It’s true! If you live in one of these states and don’t plan ahead, your heirs may be left with a hefty tax bill. But here’s the good news: Surviving spouses are exempt in all states, and Maryland and New Jersey even extend exemptions to domestic partners! 💍 On top of that, Iowa is starting the process of phasing out its inheritance tax in 2025 – progress! 👍 In Nebraska and Pennsylvania, only living heirs are exempt after a certain amount, so be sure to plan carefully. Need help navigating these rules? Let’s chat! 📲 We can help protect your assets and your loved ones from unnecessary tax burdens. #InheritanceTax #EstatePlanning #TaxPlanning #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney

🌟 Planning for the future? Avoid these costly mistakes! 🌟 Choosing the right estate planning attorney is a big decision, and our 𝗙𝗥𝗘𝗘 guide, 𝟲 𝗠𝗶𝘀𝘁𝗮𝗸𝗲𝘀 𝘁𝗼 𝗔𝘃𝗼𝗶𝗱 𝗪𝗵𝗲𝗻 𝗖𝗵𝗼𝗼𝘀𝗶𝗻𝗴 𝗮𝗻 𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆, can help you make the best choice for your loved ones and your legacy. 👉 Download your free copy here: https://lnkd.in/eXDvr6CP Don’t leave your future to chance—get the guide today and start planning with confidence. 📝✨ #CoastalLegacyLaw #FloridaWill #FloridaSeniors #FloridaElderlaw #FloridaEstatePlanning #WealthPlanning #EstatePlanningAttorney #ElderLawAttorney