Five Practical Things I’ve Learned About Social Security and Medicare

Five Practical Things I’ve Learned About Social Security and Medicare: Set up an online account with Social Security and get an annual statement of your future benefits each year as soon as you start earning any income. A close friend of mine years ago had a tax return preparer transpose numbers in his social security […]

Florida Supreme Court Clarifies Homestead Creditor Protection Rights

Revising an estate plan after a couple’s divorce can present numerous challenges, especially where one of the individuals has outstanding debts unrelated to mortgages or liens which directly encumber the homestead property. The Florida Supreme Court has provided recent additional guidance relative to the preservation of homestead protection from such creditors. In JBK Associates, Inc. […]

Are Your Beneficiary Designations Up To Date?

If you have a small life insurance policy or small IRA worth between $2,500 and $15,000, have you checked your beneficiary designation on these assets lately? One  situation I see in my practice after the death of a client is the family’s discovery of an insurance policy or IRA which has no living primary or […]

Dana Gentry Receives Board Recertification in Wills, Trusts, and Estates by The Florida Bar

Bradenton-Sarasota-St. Petersburg, Florida (February 5, 2015) – The law firm of Blalock Walters, P.A. is pleased to announce that attorney Dana Carlson Gentry has earned board recertification in Wills, Trusts, and Estates from The Florida Bar. Gentry has been board certified since 1994 and is one of only 338 attorneys certified in wills, trusts, and […]

Must a Trustee Follow a Deceased Settlor’s Separate Written Instructions Concerning the Trust Document?

A recent case involved a trust Settlor who made cash gifts to cover education expenses of her cousin’s grandson.  The Settlor sent a written letter to her trustee confirming that she had paid such expenses for the past two years and that she “expected that” that the  trustee would continue to pay those expenses for […]