Page 22 - Southern Exposure - July '20

Page 22, Southern Exposure BW

elder eState Planning

Caring For Yourself With

The Right Estate Planning Prescription

Submitted by Anné Desormier-Cartwright, Esq.

To all frontline and Additionally, you can execute a HIPAA authorization to wait until you have a day off. Give us a call so we can
“essential” workers: Thank in the event you would like other trusted individuals to get started caring for you right away.
you for all of your hard have access to your medical information (i.e., to get a If you have questions about this article or your estate
work – day in and day status update on your condition or obtain test results for plan and what documents are necessary schedule a
out (and often evenings, you) but do not want them to have the ability to make consultation today by calling our office at (561) 694-
nights, and weekends). You decisions. In a stressful situation, the dissemination of 7827, Anné Desormier-Cartwright, Esq., Elder & Estate
tirelessly give of yourself reliable information straight from the healthcare provider Planning Attorneys PA, 480 Maplewood Drive, Suite 3,
to care for some of the can be a way to ease tensions and allow everyone to Jupiter, FL 33458.
most vulnerable people in process what is going on with a level head. The content of this article is general and should not be
our society. Whether you We understand that you are busy and your time is relied upon without review of your specific circumstances
are caring for them in a valuable. To better assist our clients, we are available to by competent legal counsel. Reliance on the information
hospital, therapy room, or meet by telephone or video conference. We may also be herein is at your own risk, as it expresses no opinion by
patient’s home, you are there to protect and help the patient able to use remote procedures for the signing and executing the firm on your specific circumstances or legal needs.
gain a better tomorrow. of your documents, eliminating the need for you to come An attorney client relationship is not created through the
However, one important question remains. What have into our office at all. Your estate planning should not have information provided herein.
you done to prepare for your own care? Working together,
we can craft the best possible estate planning prescription
that will protect you today, tomorrow and well into the loCal government from page 21
future using the best legal tools available.
A revocable living trust is an excellent way to manage • Percent Increase (taxable value) – 5.51 percent If your Agricultural Classification application is denied,
and protect your money and property. Contrary to what • Total Parcel Count – 645,022 you have 30 days to file a petition with the VAB. The
some may think, you don’t have to have lots of money and • Total Tangible Personal Property Accounts – 59,399 deadline to file a petition is 5 p.m. July 31.
property to benefit from a trust. The two major players Once the tax roll receives approval from Florida’s For questions, call Exemption Services (including
involved in a trust are the trustee and the beneficiary. DOR (usually in late July), my office will prepare the portability) at (561) 355-2866, Agriculture Department
During your lifetime, as long as you are able and choose Notices of Proposed Property Taxes and Non Ad Valorem at (561) 355-4577, or the VAB at (561) 355-6289.
to do so, you can act as the trustee and can control all Assessments for Palm Beach County residents, which are Palm Beach County Property Appraiser’s Office
money and property in the trust. However, when you are mailed in mid-August. Names 2020 Scholarship Recipients
managing the money and property, you are now doing so Status Of Applications For Property Tax Exemptions, • Gema Cervantes of Glades Central High School, will
as the trustee and not as the individual owner. In addition Portability And Agricultural Classifications be attending Florida Atlantic University.
to serving as the initial trustee, you are also the beneficiary. If you submitted an application on or before March 1, • Sebastian Fernandez of A.W. Dreyfoos School of the
This means that although you have transferred your money 2020 for a Property Tax Exemption or Portability for Arts, will be attending Dartmouth College.
and property into the trust, you are still the one receiving Palm Beach County to the Palm Beach County Property • Fabio Louis of Glades Central High School, will be
the benefits of that money and property. Appraiser for tax year 2020 and your application was attending the University of South Florida.
In the event you are unable to act (i.e., you become denied, a Notice of Denial will be mailed out to you on • Beatrice Mattison-Santos of Palm Beach Gardens
incapacitated) or pass away, the individual you have July 1. High School, will be attending Palm Beach State College.
named as your successor trustee will step in and manage You have 30 days to file a petition with the Value • Charlene Mbaeri of A.W. Dreyfoos School of the Arts,
the money and property according to the instructions Adjustment Board (VAB) to appeal the denial of your will be attending Case Western Reserve University.
you have included in the written trust agreement. Even if exemption. The deadline to file a petition is 5 p.m., July 31. • Jaylen Sanders of the American Heritage School, will
you are still alive when the successor takes over, it will The deadline to file a petition for the denial of a be attending the University of Miami.
be the successor trustee’s responsibility to manage and portability benefit is 5 p.m., September 14. Offices Closed Due To Holiday
use the money and property for your benefit. Then, upon If you submitted an application for an Agricultural The Palm Beach County Property Appraiser’s Office
your passing, the successor trustee is required to hold or Classification, you will be notified of the status of your including our five service centers, will be closed on Friday,
distribute the money and property in the trust according application for the agricultural classification by regular July 3, in observance of Independence Day.
to the instructions in the trust instrument. This transition mail. These notifications will be mailed out on July 1.
of trusteeship between you and your successor trustee
happens without court involvement, making it quick and
private.
A financial power of attorney allows the trusted person Mother Nature’s Pantry
you choose (your “agent”) to handle your financial matters
on your behalf. The agent can handle a wide variety
of transactions from signing checks to opening a bank Serving The Community For 40 Years
account to filing your taxes, depending upon the authority
you grant that individual in the power of attorney. This
can be a helpful tool if you are incapacitated, bedridden, Everything you need for a healthier lifestyle
or just unavailable to engage in the necessary transaction.
The beauty of this document is that you can customize it H Sandwiches & Wraps
so that you will have the assistance you need, when you H Homemade Soups
need it, based on your individual situation and wishes.
As you are probably well aware, a medical power H Garden Fresh Salads
of attorney allows you to name a trusted individual to
communicate your medical wishes in the event you are H Smoothies
unable to do so. It is important that you choose someone
you trust because you will not be able to oversee your H Healthy Shakes
agent’s decisions. It is equally important that you convey H Energy Drinks - Juices
your wishes to this individual clearly. This can be
accomplished through the use of a living will or advanced
directive.
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4513 PGA Blvd., Palm Beach Gardens, FL
On the corner of PGA and Military Trail
561.626.4461