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ESTATE PLANNING RESOURCES

The 10 Estate Planning Documents You’re Probably Forgetting
– And Why They Matter (3 Pages)

  • 1. Introduction
  • 2. The Essentials
  • 3. Documents That Are Often Overlooked
  • 4. Final Thoughts
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A Revocable Living Trust – What Is It and Why You Might Need One (3 Pages)

  • 1. Introduction
  • 2. What Is a Revocable Living Trust
  • 3. Why Is a Revocable Living Trust Important
  • 4. Who Should Have a Revocable Living Trust
  • 5. What Are the Benefits of a Revocable Living Trust
  • 5. You Set Up a Revocable Living Trust?
  • 6. Who Should Have a Revocable Living Trust
  • 7. Final Thoughts
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Checklist for Choosing the Best Personal Representative (Executor) (2 Pages)

  • 1. Trust
  • 2. Organization
  • 3. Stress
  • 4. Fair
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ESTATE PLANNING RESOURCES

The 10 Estate Planning Documents You’re Probably Forgetting
– And Why They Matter (3 Pages)

  • 1. Introduction
  • 2. The Essentials
  • 3. Documents That Are Often Overlooked
  • 4. Final Thoughts
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A Revocable Living Trust – What Is It and Why You Might Need One (3 Pages)

  • 1. Introduction
  • 2. What Is a Revocable Living Trust
  • 3. Why Is a Revocable Living Trust Important
  • 4. Who Should Have a Revocable Living Trust
  • 5. What Are the Benefits of a Revocable Living Trust
  • 5. You Set Up a Revocable Living Trust?
  • 6. Who Should Have a Revocable Living Trust
  • 7. Final Thoughts
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Checklist for Choosing the Best Personal Representative (Executor) (2 Pages)

  • 1. Trust
  • 2. Organization
  • 3. Stress
  • 4. Fair
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MEDICAID PLANNING RESOURCES

How To Protect Your Parent’s Assets and Qualify for Medicaid (4 Pages)

  • 1. What Happens If Your Parent Needs to Go Into A Nursing Home?
  • 2. The Reality of Nursing Home Costs
  • 3. What is Medicaid & How Can I Help?
  • 4. Common Myths About Medicaid Planning
  • 5. How to Protect Your Parent’s Assets & Qualify for Medicaid
  • 6. More Medicaid Planning Strategies
  • 7. Should you Plan NOW, Not Later
  • 8. Take the Next Step – We’re Here to Help!
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FAQS About Medicaid Planning in Florida (5 Pages)

  • 1. What is Medicaid, and how can it help my loved one?
  • 2. Can Medicaid take my house if my parent goes into a nursing home?
  • 3. Can I just give all my money to my kids so I can qualify for Medicaid?
  • 4. How much money can you have and still qualify for Medicaid?
  • 5. What if my spouse needs Medicaid but I don’t? Will I lose all our money?
  • 6. My parent is already in a nursing home. Is it too late to apply for Medicaid?
  • 7. What is a Medicaid Asset Protection Trust?
  • 8. Will Medicaid pay for home care instead of a nursing home?
  • 9. What happens if my income is too high for Medicaid?
  • 10. Isn’t Medicaid Planning expensive?
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Your Parent Is Being Discharged from Rehab – Now What? (3 Pages)

  • 1. Why is My Parent Being Discharged So Soon?
  • 2. How Much Notice Does the Rehab Facility Have to Give?
  • 3. Can You Fight a Rehab Discharge?
  • 4. How to Appeal a Rehab Discharge in Florida?
  • 5. Stay in a Rehab While Waiting a Decision
  • 6. Should You Appeal a Rehab Discharge?
  • 7. What If My Parent Still Needs Care but Medicare Won’t Pay?
  • 8. How the Long-Term Care Ombudsman Can Help
  • 9. What Should You Do Right Now?
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MEDICAID PLANNING RESOURCES

How To Protect Your Parent’s Assets and Qualify for Medicaid (4 Pages)

  • 1. What Happens If Your Parent Needs to Go Into A Nursing Home?
  • 2. The Reality of Nursing Home Costs
  • 3. What is Medicaid & How Can I Help?
  • 4. Common Myths About Medicaid Planning
  • 5. How to Protect Your Parent’s Assets & Qualify for Medicaid
  • 6. More Medicaid Planning Strategies
  • 7. Should you Plan NOW, Not Later
  • 8. Take the Next Step – We’re Here to Help!
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FAQS About Medicaid Planning in Florida (5 Pages)

  • 1. What is Medicaid, and how can it help my loved one?
  • 2. Can Medicaid take my house if my parent goes into a nursing home?
  • 3. Can I just give all my money to my kids so I can qualify for Medicaid?
  • 4. How much money can you have and still qualify for Medicaid?
  • 5. What if my spouse needs Medicaid but I don’t? Will I lose all our money?
  • 6. My parent is already in a nursing home. Is it too late to apply for Medicaid?
  • 7. What is a Medicaid Asset Protection Trust?
  • 8. Will Medicaid pay for home care instead of a nursing home?
  • 9. What happens if my income is too high for Medicaid?
  • 10. Isn’t Medicaid Planning expensive?
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Your Parent Is Being Discharged from Rehab – Now What? (3 Pages)

  • 1. Why is My Parent Being Discharged So Soon?
  • 2. How Much Notice Does the Rehab Facility Have to Give?
  • 3. Can You Fight a Rehab Discharge?
  • 4. How to Appeal a Rehab Discharge in Florida?
  • 5. Stay in a Rehab While Waiting a Decision
  • 6. Should You Appeal a Rehab Discharge?
  • 7. What If My Parent Still Needs Care but Medicare Won’t Pay?
  • 8. How the Long-Term Care Ombudsman Can Help
  • 9. What Should You Do Right Now?
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GUARDIANSHIP

Understanding Adult Guardianship: A Guide to Protecting Loved Ones in Florida (4 Pages)

  • 1. What is Adult Guardianship?
  • 2. Types of Guardianship in Florida
  • 3. How Does the Guardianship Process Work in Florida?
  • 4. Are There Alternatives to Guardianship?
  • 5. Why Guardianship Matters
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Understanding the Difference Between Legal Guardianship and Power of Attorney (3 Pages)

  • 1. What is a Legal Guardianship?
  • 2. What is a Power of Attorney?
  • 3. Key Differences Between Guardianship and Power of Attorney
  • 4. Which Option is Best?
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What Responsibilities Does a Legal Guardian Have? (3 Pages)

  • 1. Legal Responsibilities
  • 2. How Does a Guardians Know What to Do?
  • 3. What If a Guardian is No Longer Needed?
  • 4. Final Thoughts.
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GUARDIANSHIP

Understanding Adult Guardianship: A Guide to Protecting Loved Ones in Florida (4 Pages)

  • 1. What is Adult Guardianship?
  • 2. Types of Guardianship in Florida
  • 3. How Does the Guardianship Process Work in Florida?
  • 4. Are There Alternatives to Guardianship?
  • 5. Why Guardianship Matters
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Understanding the Difference Between Legal Guardianship and Power of Attorney (3 Pages)

  • 1. What is a Legal Guardianship?
  • 2. What is a Power of Attorney?
  • 3. Key Differences Between Guardianship and Power of Attorney
  • 4. Which Option is Best?
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What Responsibilities Does a Legal Guardian Have? (3 Pages)

  • 1. Legal Responsibilities
  • 2. How Does a Guardians Know What to Do?
  • 3. What If a Guardian is No Longer Needed?
  • 4. Final Thoughts.
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SPECIAL NEEDS PLANNING RESOURCES

What Is a Special Needs Trust, and How Does It Work? (3 Pages)

  • 1. Why Do People Need a Special Needs Trust?
  • 2. How Does a Special Needs Trust Work?
  • 3. Different Types of Special Needs Trusts
  • 4. Why a Special Needs Trust Is Important
  • 5. A Warm Example
  • 5. Final Thoughts
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A Guide for Caregivers: Why Every Special Needs Family Needs A Letter of Intent (4 Pages)

  • 1. What Is a Letter of Intent?
  • 2. Why Should You Have One?
  • 3. What Goes into a Letter of Intent?
  • 4. How Often Should You Update It?
  • 5. Final Thoughts: A Letter of Love
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How To Choose a Trustee for My Child’s Special Needs Trust: An Essential Checklist (3 Pages)

  • 1. Basic Qualities of a Good Trustee
  • 2. Important Questions to Ask When Choosing a Trustee
  • 3. Who Can Serve as a Trustee?
  • 4. Steps to Choosing the Right Trustee
  • 5. Final Thoughts
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SPECIAL NEEDS PLANNING RESOURCES

What Is a Special Needs Trust, and How Does It Work? (3 Pages)

  • 1. Why Do People Need a Special Needs Trust?
  • 2. How Does a Special Needs Trust Work?
  • 3. Different Types of Special Needs Trusts
  • 4. Why a Special Needs Trust Is Important
  • 5. A Warm Example
  • 5. Final Thoughts
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A Guide for Caregivers: Why Every Special Needs Family Needs A Letter of Intent (4 Pages)

  • 1. What Is a Letter of Intent?
  • 2. Why Should You Have One?
  • 3. What Goes into a Letter of Intent?
  • 4. How Often Should You Update It?
  • 5. Final Thoughts: A Letter of Love
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How To Choose a Trustee for My Child’s Special Needs Trust: An Essential Checklist (3 Pages)

  • 1. Basic Qualities of a Good Trustee
  • 2. Important Questions to Ask When Choosing a Trustee
  • 3. Who Can Serve as a Trustee?
  • 4. Steps to Choosing the Right Trustee
  • 5. Final Thoughts
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PROBATE

What is Probate in Florida? (3 Pages)

  • 1. Why Does Probate Happen?
  • 2. Types of Probate in Florida
  • 3. When Probate May Not Be Needed
  • 4. How Does the Probate Process Work?
  • 5. How Long Does the Probate Process Take?
  • 5. Do You Need an Attorney for Probate?
  • 6. Can you Avoid Probate in Florida?
  • 7. Final Thoughts
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Is Probate Necessary With or Without a Will in Florida? (3 Pages)

  • 1. What Happens If There Is a Will?
  • 2. Can a Will Avoid Probate?
  • 3. What Happens If There Is No Will? (Dying Intestate)
  • 4. Types of Probate in Florida
  • 5. What Happens If a Family Doesn’t Go Through Probate?
  • 6. What If You Can’t Find the Will?
  • 7. How to Check If a Will Was Filed in Probate
  • 8. Final Thoughts
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Before You File: Essential Probate Checklist for Florida Clients (2 Pages)

  • 1. Obtain Necessary Documents
  • 2. Gather Financial & Legal Information
  • 3. Identify Real Estate & Property
  • 4. Locate and Secure Digital Assets
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PROBATE

What is Probate in Florida? (3 Pages)

  • 1. Why Does Probate Happen?
  • 2. Types of Probate in Florida
  • 3. When Probate May Not Be Needed
  • 4. How Does the Probate Process Work?
  • 5. How Long Does the Probate Process Take?
  • 5. Do You Need an Attorney for Probate?
  • 6. Can you Avoid Probate in Florida?
  • 7. Final Thoughts
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Is Probate Necessary With or Without a Will in Florida? (3 Pages)

  • 1. What Happens If There Is a Will?
  • 2. Can a Will Avoid Probate?
  • 3. What Happens If There Is No Will? (Dying Intestate)
  • 4. Types of Probate in Florida
  • 5. What Happens If a Family Doesn’t Go Through Probate?
  • 6. What If You Can’t Find the Will?
  • 7. How to Check If a Will Was Filed in Probate
  • 8. Final Thoughts
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Before You File: Essential Probate Checklist for Florida Clients (2 Pages)

  • 1. Obtain Necessary Documents
  • 2. Gather Financial & Legal Information
  • 3. Identify Real Estate & Property
  • 4. Locate and Secure Digital Assets
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VETERANS BENEFITS

Claim What’s Yours: The Ultimate Guide to Securing Your VA Benefits (3 Pages)

  • 1. Preparing and Submitting Your Initial VA Compensation Application
  • 2. Understanding the VA’s Decision
  • 3. Appealing a Denied Claim
  • 4. Further Appeals to the Court of Appeals of Veterans Claims (CAVC)
  • 5. Why Seeking Legal Help Early is Critical
  • 6. Conclusion: You Deserve the Benefits You Earned
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15 Most Common Reasons the VA Denies Compensation Claims (2 Pages)

  • 1. Not Enough Medical Evidence
  • 2. No Clear Connection to Military Service
  • 3. Missed Deadlines
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The PACT Act: What Veterans Need to Know (3 Pages)

  • 1. What Does the PACT Act Cover?
  • 2. How to Submit a Claim Under the PACT Act
  • 3. The VA’s Duty Under the PACT Act
  • 4. Why the VA Denies Some PACT Act Claims & How We Can Help
  • 5. How We Can Assist Veterans with PACT Act Claims
  • 6. Final Message to Veterans
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VETERANS BENEFITS

Claim What’s Yours: The Ultimate Guide to Securing Your VA Benefits (3 Pages)

  • 1. Preparing and Submitting Your Initial VA Compensation Application
  • 2. Understanding the VA’s Decision
  • 3. Appealing a Denied Claim
  • 4. Further Appeals to the Court of Appeals of Veterans Claims (CAVC)
  • 5. Why Seeking Legal Help Early is Critical
  • 6. Conclusion: You Deserve the Benefits You Earned
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15 Most Common Reasons the VA Denies Compensation Claims (2 Pages)

  • 1. Not Enough Medical Evidence
  • 2. No Clear Connection to Military Service
  • 3. Missed Deadlines
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The PACT Act: What Veterans Need to Know (3 Pages)

  • 1. What Does the PACT Act Cover?
  • 2. How to Submit a Claim Under the PACT Act
  • 3. The VA’s Duty Under the PACT Act
  • 4. Why the VA Denies Some PACT Act Claims & How We Can Help
  • 5. How We Can Assist Veterans with PACT Act Claims
  • 6. Final Message to Veterans
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Critical Legal Choices With Confidence

You’ll Hear From Us In Hours, Not Days.

Email me a free copy of this booklet

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.