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Shalloway & Shalloway, P.A. - Elder and Special Needs Attorneys. Dedicated to preserving dignity and financial security
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Recent Blog Posts

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How a Special Needs Trust Can Protect Your Personal Injury Settlement and Medicaid Eligibility

By Shalloway & Shalloway |

Pretty much every estate plan should include a basic set of documents, including a will, revocable living trust, power of attorney, and advance directives for healthcare. Each document should be individually prepared and custom-tailored to the needs of the individual and their family. For many, additional documents are needed for a complete estate plan,… Read More »

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Golden sign with gavel and elder law

What Is Elder Law?

By Shalloway & Shalloway |

Elder law is a vital area of legal practice that focuses on the needs of older adults, particularly in areas like estate planning, healthcare, guardianship, retirement, Social Security, and, notably, planning for Medicaid and long-term care. As we age, the likelihood of requiring long-term care services increases, making it essential to understand how an… Read More »

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Living trust and estate planning document. A tax form is also included in the scene.

What Is a Successor Trustee in Estate Planning

By Shalloway & Shalloway |

If you are new to estate planning in general or revocable living trusts in particular, you might just now be familiarizing yourself with the legal names for the parties involved in a typical trust, such as “Settlor,” “Trustee,” and “Beneficiary.” You might then be wondering what a “successor trustee” is and whether your trust… Read More »

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two yellow direction signs with arrows and the words medicare and medicaid, political and social concept for us health care

What Is the Difference Between Medicare and Medicaid?

By Shalloway & Shalloway |

Understanding the intricacies of healthcare insurance can be overwhelming, especially when it comes to distinguishing between Medicare and Medicaid. Both are federally funded programs aimed at helping individuals access healthcare services, but there are important distinctions between the two. For instance, Medicare is open to people once they reach a certain age, while eligibility… Read More »

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estate planning strategies, Increased value of real estate or property house.

What Are the Different Types of Personal Property and How Do They Affect an Estate Plan?

By Shalloway & Shalloway |

Estate planning, in part, involves deciding how to distribute the contents of your estate to family members, friends, charities, and other individuals or institutions you choose to remember in your will or trust. Your “estate” is not just “real estate,” such as a house, land, or investment property; it is everything you own. A… Read More »

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FLORIDA TAX

Does Florida Have an Inheritance Tax?

By Shalloway & Shalloway |

Whether you are planning out how to distribute your estate after your passing or you stand to receive a large inheritance in Florida, you may be wondering, Does Florida have an inheritance tax? This is an important and relevant question to ask no matter which side of the equation you are on. Read on… Read More »

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Injured elderly woman

Signs of Elder Abuse

By Shalloway & Shalloway |

Elder abuse is, unfortunately, a common occurrence in the United States. As many as five million older Americans experience abuse every year. Abuse comes in many forms, including physical, emotional, and financial. Financial abuse is especially rampant in the country–experts estimate that elderly Americans lose at least $36.5 billion collectively each year to financial… Read More »

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medicaid approval

How a Skilled Florida Elder Law Attorney Can Assist with Medicaid Approval

By Shalloway & Shalloway |

Preparing for your golden years extends beyond deciding on your retirement location or planning your leisure time activities. It also encompasses making crucial financial arrangements, especially considering the high costs of long-term care. Medicaid, a government program, can provide financial relief, but navigating its complexity to ensure eligibility can be daunting. This is where… Read More »

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Word trustee near glasses and the pen.

Things to Consider When Naming a Trustee

By Shalloway & Shalloway |

When you establish a trust–whether it’s a revocable living trust, a testamentary trust, or a special purpose trust such as a special needs trust–you’ll need to name a trustee. Picking the right trustee is critical to ensure that the goals of the trust are fulfilled and that your finances, and your family, are protected…. Read More »

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A down-syndrome boy with school kids and teacher sitting in class, playing guitar.

Planning for Disabled Children

By Shalloway & Shalloway |

Planning for the future of your children is always important, and it always requires care and forethought. When your child has a disability, however, it’s even more vital to have a secure plan in place. You need to know that your child will be cared for in all eventualities, especially if you become ill… Read More »

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