• Follow
  • Follow
  • Follow


9990 Coconut Road, Suite 342, Bonita Springs, FL 34135



(239) 498-6999

  • Home
  • Attorney Profile
  • Practice Areas
    • Estate & Trust Planning
    • Probate, Estate & Trust Administration
    • Asset / Creditor Protection Planning
    • Business Planning
    • Wealth Transfer Planning
  • Testimonials
  • About Us
  • Resources
    • Blog
    • Events
    • Newsletters
    • Video FAQS
  • Contact Us
Casey Law Group
  • Home
  • Attorney Profile
  • Practice Areas
    • Estate & Trust Planning
    • Probate, Estate & Trust Administration
    • Asset / Creditor Protection Planning
    • Business Planning
    • Wealth Transfer Planning
  • Testimonials
  • About Us
  • Resources
    • Blog
    • Events
    • Newsletters
    • Video FAQS
  • Contact Us

Three Legal Strategies When Facing a Major Health Event

What You and Your Family Need to Know

Receiving a health diagnosis or learning that you need to undergo major surgery can cause substantial disruption in your day-to-day life. During this time, the last thing you may want to think about is estate planning.

Although you may have many things going through your head at the moment, now is a crucial time to make sure your estate plan is in order. Proactive planning can help put your mind at ease and let you focus on your treatment. Let’s review your estate plan together to make sure each of the following important components is up to date and reflects your current goals and wishes.

Healthcare documents
Your healthcare documents include your powers of attorney, advance directives, and HIPAA authorization. These documents let you appoint someone to receive information about your medical condition and to even help you make medical decisions if you’re unable to do so. You probably already know which of your loved ones you’d like at the helm if a situation arises. But whoever you’ve chosen needs to be given the explicit authority to act so that you can rest easy knowing they’ll be there to make decisions if you need them.

Financial power of attorney
While a healthcare agent or proxy can make decisions on your behalf in medical scenarios, a financial power of attorney concerns your money, investments, bills, and taxes. Although it relates to different decisions, it is just as important a designation. Having this document in place can give a trusted person (such as a spouse, child, or friend) the authority to help you with your finances and property so these issues don’t have to be a distraction while you focus on your health.

Updated trusts
An up-to-date and fully-funded trust lets you focus on your health while your successor trustee handles the affairs of your trust, which could include most, if not all of your assets. In this case, you’ll still receive the benefit of your trust but your successor trustee will manage the trust on your behalf. If there’s not sufficient time to fully fund a trust, then an up-to-date will can at least put you in control of who receives what upon your death. When time is of the essence a will may be the only realistic planning tool, but if you already have a trust it can be a relatively easy process to update and fully fund it.

A little planning goes a long way when it comes to medically-trying times. As busy as you may be when you’re handling your own medical issues or the medical issues of a loved one, even one conversation can be enough for us to define and implement the estate planning documents that will help you feel more prepared for whatever comes next. Please reach out to us so we can chat about your needs and helping you obtain peace of mind.

Newsletter Archive


View All Newsletters
  • Advisor Focused Newsletter 50
  • Client Focused Newsletter 51

Services:

Estate & Trust Planning
Probate, Estate & Trust Administration
Asset/Creditor Protection Planning
Business Planning
Wealth Transfer Planning

Disclaimers:

Terms & Conditions
Privacy Policy

Follow Us:

  • Follow
  • Follow
  • Follow

Disclaimers:

Terms & Conditions
Privacy Policy

Services:

Estate & Trust Planning
Probate, Estate & Trust Administration
Asset/Creditor Protection Planning
Business Planning
Wealth Transfer Planning

Follow Us:

  • Follow
  • Follow
  • Follow
2020 Copyright Casey Law Group P.L. A Website Design by Ahrens Technologies | Kirkland’s Webdesgin.
Accessibility by WAH
  • Home
  • About Us
  • Asset and Creditor Protection Planning
  • Asset Protection Law
  • Attorney Profile
  • Blog
  • Business
  • Business Formation Law
  • Business Owner Planning
  • Business Planning
  • Contact Us
  • Contact Us
  • Estate & Trust Planning
  • Estate Planning Law
  • Events
  • Home
  • Privacy Policy
  • Probate, Estate & Trust Administration
  • Terms and Conditions
  • Testimonials
  • Testing Video
  • Trust Administration
  • Video FAQs
  • Video Links
    • Are there other ways of leaving property to my beneficiaries other than through a will or a trust?
    • Are there things I can do to protect my existing business?
    • Can any attorney create a family wealth trust?
    • Can I leave my property to anyone I choose? 
    • Can I make provision in my will for my pets?
    • Can I specify that certain people, like a brother or sister, should never receive any of my property?
    • Can I transfer real estate into a family wealth trust?
    • Can I use my will to name a guardian to care for my young children and mage their property?
    • Can I use my will to name a guardian to care for young children and manage their property?
    • Can my power of attorney make or change my will?
    • Can trustees get help administrating trusts? 
    • Do I have to employ asset protection for all types of assets?
    • Do I need a financial power of attorney?
    • Do I need to name a trustee in my will?
    • Do we have to take account of minority shareholders’ interests and wishes in a family business?
    • Does a small business (subchapter S corporation give me the same protection as limited liability company (LLC))?
    • Does a will control all of my property?
    • Does all property have to go through probate when a person dies?
    • Does an executor (personal representative) get paid?
    • Does the person named in the will as executor (personal representative) have to serve?
    • How can a limited liability company provide me with asset protection?
    • How can an estate plan may things easier on my family after I die?
    • How can I leave specific items to particular people?
    • How can I make sure I will keep control of the family business if I get divorced?
    • How do I best protect my personal assets if I start a small business?
    • How do I get started with a succession plan?
    • How does a family wealth trust differ from a revocable living trust?
    • How does a revocable living trust avoid probate? 
    • How does trust administration differ from probate?
    • How is undue influence determined?
    • How long is a will valid?
    • How often should a succession plan be updated?
    • How often should my will be reviewed?
    • I want to start a small business with two partners. What is the best way to protect myself?
    • If I become incapacitated, will I need a durable power of attorney if I already have a living trust?
    • If I create a revocable living trusts, do I still need a will?
    • If I die owing debts, who pays my debts?
    • If I made a will, but lived in another state. Now I live in Florida. What should I do?
    • If I make a living trust, do I still need a will?
    • If there is a divorce in the family can we get shares back from an ex-spouse who is no longer a family member?
    • Is it possible that I may need more than one LLC?
    • Must I leave something to my spouse and children?
    • Should I avoid probate?
    • What are the benefits of a succession plan?
    • What are the signs of undue influence?
    • What are the uniform fraudulent transfer act (UFTA) and the uniform fraudulent convevance act (UFCA)?
    • What are trusts?
    • What benefits does a trust offer?
    • What does a guardian do?
    • What does a proper estate plan include?
    • What does if mean to fund a trust?
    • What does testate and intestate mean?
    • What happens if I become unable to care for myself? 
    • What happens if I die without a will?
    • What happens if you do not have a will or trust? 
    • What if become disabled and am no longer able to manage my affairs?
    • What is a bypass trusts?
    • What is a domestic asset protection trust?
    • What is a durable power of attorney?
    • What is a family wealth trust?
    • What is a fiduciary?
    • What is a health care power of attorney?
    • What is a health care proxy?
    • What is a living will?
    • What is a pour-over will?
    • What is a QTIP trust?
    • What is a registered agent?
    • What is a revocable trust?
    • What is a testamentary trust?
    • What is a testator and a testarix?
    • What is a trustee?
    • What is an A-B trust?
    • What is an executor (personal representative) and what does the executor do?
    • What is an irrevocable trust?
    • What is asset protection?
    • What is codicil?
    • What is estate planning?
    • What is incapacity or a lack of capacity?
    • What is included in my estate?
    • What is offshore planning?
    • What is personal residence trust?
    • What is piercing the corporate veil?
    • What is probate?
    • What is tenants by the entirety?
    • What is the difference between a will and a trust?
    • What is the difference between having a will and family wealth trust?
    • What is the difference between traditional estate planning and wealth planning?
    • What is trust administration?
    • What is wealth transfer planning?
    • What property does my will control?
    • What protection is available through a family limited partnership?
    • What will I still have control over my property if I have a living trust?
    • When does the trust administration process start?
    • When is the right time to begin estate planning for myself?
    • When is the right time to start succession planning?
    • When should an estate plan be reviewed? 
    • When should I review my existing will?
    • When should I start asset protection?
    • Who administers trusts?
    • Why do I have to be careful about fraudulent transfer rules?
    • Why should I make a living trust?
    • Will a family wealth trust avoid income taxes?
    • Would a living trust provide protection for my assets if I were sued?
  • Wealth Transfer Planning
  • Wealth Transfer Planning
  • Will and Trusts Law