Elder Law Attorneys – Creating Peace of Mind for All Generations

Enhanced Life Estate Deed

Experienced Enhanced Life Estate (Lady Bird) Deed Attorney in Florida

For many Florida homeowners, their house is their most valuable asset. But what happens to your home after you pass away? Will your children have to go through probate court? Will the government take your home to pay for Medicaid

These are common concerns, but thankfully, Florida offers a powerful legal tool called a Lady Bird Deed (Enhanced Life Estate Deed) that helps protect your home and ensures it passes to your loved ones without hassle or legal complications.

At Elderly Care Law Firm, we help Florida residents secure their homes, avoid probate, and ensure a smooth transition of property with Lady Bird Deeds.

What is a Lady Bird Deed?

Lady Bird Deed allows homeowners to keep full control of their property while they are alive but automatically transfers ownership to a chosen person (like a child or spouse) upon their passing. Unlike a traditional life estate deed, this type of deed offers several key benefits, such as:

  • Avoiding Probate – Your home automatically transfers to your chosen beneficiary without needing to go through Florida’s lengthy and costly probate process.
  • Maintaining Full Control – You can sell, refinance, or change beneficiaries at any time without needing permission.
  • Medicaid Protection – If you receive Medicaid for nursing home care, this deed helps protect your home from Medicaid estate recovery after your passing.
  • Avoiding Gift Tax Issues – Unlike adding a child’s name to your deed, a Lady Bird Deed avoids unnecessary tax burdens.

Who Should Consider a Lady Bird Deed?

If you own a home in Florida and want to pass it to your heirs smoothly, a Lady Bird Deed is an excellent option. This tool is especially helpful for:

  • Seniors who want to protect their home while qualifying for Medicaid long-term care.
  • Parents who want to leave their home to children without going through probate.
  • Homeowners who may need to sell or refinance their property in the future.

Does a Lady Bird Deed Affect My Property Taxes?

No! Unlike other types of property transfers, a Lady Bird Deed does not trigger additional property taxes or affect your homestead exemption in Florida. This means you can continue to receive any tax benefits you qualify for.

How is a Lady Bird Deed Different from Adding Someone to My Deed?

Many homeowners mistakenly believe that adding a child’s name to their deed is a simple way to avoid probate. However, this can cause major legal and financial issues:

  • Your child immediately owns a portion of the home, meaning you cannot sell or refinance without their permission.
  • If your child is sued or has debt, creditors can come after the home.
  • It may create gift tax issues and affect Medicaid eligibility.

Lady Bird Deed avoids these problems by allowing you to keep full ownership until your passing.

How Can an Attorney Help with a Lady Bird Deed?

Setting up a Lady Bird Deed correctly is crucial to ensure your home is protected. At Elderly Care Law Firm, we help Florida homeowners:

  • Draft a legally sound Lady Bird Deed that ensures a smooth transfer.
  • Protect their home from Medicaid estate recovery.
  • Make the process simple and stress-free for them and their families.

If you want to protect your home and pass it to loved ones without probate, call Elderly Care Law Firm at (305) 564-6606 for a consultation today.

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Sherrie Lim

Client Services Coordinator

Sherrie Ann Lim brings over twelve years of customer service experience and a strong background in team leadership and client support. Although she holds a Bachelor of Science degree in Physical Therapy, her career path led her to the dynamic world of the contact center industry, where she discovered a deep passion for service, communication, and operational excellence. 

Sherrie is known for her perseverance, enthusiasm, and confident sense of responsibility. She consistently delivers high-quality results, efficiently managing tasks while remaining flexible to the evolving needs of her clients. Her commitment to continuous improvement and excellence positions her as a trusted ally for businesses seeking proactive and reliable virtual support. 

Drawing from her college background, Sherrie has a deeper understanding of the physical and emotional needs associated with aging, making her especially attuned to the importance of compassionate and informed care for the elderly. She recognizes that elder care isn’t just about physical support, it also involves emotional presence, patience, and clear communication. Her strong appreciation for family ties fuels her commitment to helping clients manage the intricacies of elder care with empathy and attentiveness, ensuring that elderly loved ones feel respected, safe, and truly cared for. 

 

She loves taking care of her family during her rest days and free time, finding joy in the simple yet meaningful routines of home life. Whether it’s preparing home-cooked meals, baking sweet treats for her kids, or tackling household projects, Sherrie finds fulfillment in creating a nurturing and organized environment for her family. Whenever time and opportunity allow, she also enjoys traveling with her family, exploring new places, creating lasting memories, and embracing experiences that strengthen their bond and bring joy into their lives. 

Fun Fact: Sherrie’s two kids were born on the exact same date—two years apart! 

May Cruz

Client Services Coordinator

May began her community service career with the Philippine Department of Health as a Computer Operator, providing vital technical support to healthcare workers across island provinces and helping to bridge technology gaps in remote medical settings. Her commitment to service extended beyond her official duties—she also volunteered in medical missions, assisting indigenous communities and contributing to the delivery of essential healthcare with empathy and cultural sensitivity. 

Continuing her dedication to public service, May later worked at a law firm as a Disability Service Coordinator, assisting military veterans in navigating disability services. She brought empathy, compassion, and heart to the role, ensuring that each veteran felt heard, respected, and supported throughout the process. 

With a unique blend of technical expertise and human-centered care, May remains deeply committed to using her skills to uplift underserved and vulnerable communities. 

Fun Fact: Despite not knowing how to swim, May is a certified open water diver. Her adventurous spirit and determination push her beyond her comfort zone—both in life and under the sea.