When it comes to issues like Medicaid qualification, tax strategies, guardianships, charitable gift planning, power of attorney, and more, many individuals and families try to handle things on their own. While this is sometimes possible, it comes with the risk of making mistakes that negatively impact your family’s future.
If you’re on the fence about working with an elder law attorney in Okeechobee, consider some of the top reasons families choose to rely on an experienced, qualified legal team like The Estate, Trust & Elder Law Firm, P.L.:
- Knowledge of interwoven, complex areas of the law. Many areas of the law can impact your situation and you want to make decisions accordingly. An elder law attorney can give you a holistic viewpoint on how laws you never even considered might influence your circumstances for better or worse.
- Florida Bar Board Certification. The Florida Bar has a rigorous examination process with periodic peer review, insurance requirements, and ethical standards. Michael D. Fowler, J.D., LL.M is Florida Bar Board Certified in both Elder Law and Wills, Trusts and Estates – a rare distinction that allows clients additional assurance of competency.
- Protection against legal malpractice. If you don’t have a Florida Bar Board certified lawyer, what recourse do you have if you need to file a complaint? Many non-lawyers who sell professional Medicaid planning or other types of legal advice do not have “errors and omissions” insurance to protect their clients. With a Florida Bar certified attorney, you do have an entity to fall back on should you suspect malpractice.
- Help avoiding unnecessary taxes. Tax law is complex and constantly changing. If you make decisions without a thorough understanding of Florida and federal tax law, you might pay high taxes that could have been avoided.
- Decades of experience. Michael D. Fowler, J.D., LL.M has over 36 years of experience in elder law.
- Unbiased advice. With so much experience dealing with all the aspects of family dynamics, we know how complicated your decisions can be. Often, family members are divided when it comes to decisions regarding aging or disabled loved ones. An experienced family law attorney can offer advice that isn’t influenced by personal conflicts, emotions, or family dynamics.
- More financial security. When it comes to your assets or your future planning, inaccurate or incomplete legal advice can cost you a fortune!
- Long term perspective. Elder law attorneys can help you develop a plan based on the future. When you’re making decisions that deal with your loved ones or your estate, it’s hard not to be caught up in present emotions or concerns. An attorney can help you consider the long term, and also advise you based on similar situations with other clients.
- Preparation for life’s surprises. An elder law attorney helps you make sure your plans don’t just stand the test of time, but also account for the unexpected. From Alzheimer’s and chronic illnesses, to new developments in tax or estate law, you want to consider the twists and turns that life can take.
- Protection against exploitation. When it comes to your assets and your human rights, it’s tragically easy to be taken advantage of. “Protecting [your] assets from dishonest predators is essential,” says A Place For Mom. “An elder law attorney can report potential criminal activity or fraud.” An elder law attorney can give you in-depth insight into your rights as a senior citizen.
- Advocacy for present and future wellbeing. Elder Law attorneys work to help you preserve your money, income, and assets so that they can benefit you both while you’re still alive and for the generations to come. We can also help with current legal concerns like assisted living and life planning, says FindLaw.
- Accurate answers. If you have a question about your estate plan, your power of attorney, or your Medicaid spend-down strategy, etc, don’t count on the internet to give you helpful or even correct information. An elder law attorney can look at your unique situation and give you personalized advice that is not only accurate but influences your life for the better.
- Efficiency, convenience, and peace of mind. When you need to accomplish a task related to estate planning, durable power of attorney, health care power of attorney, financial planning, advance directives, and more, you can have the assurance that the paperwork and legal process will be handled quickly, thoroughly, and without the risk of costly mistakes. An elder law attorney can take a weight off your shoulders when it comes to both your to-do list and your peace of mind.
Are you ready to incorporate over three decades of experience, double board certification, and personalized legal insight into your family’s needs? Contact our Okeechobee office at 863-261-8603 or online.