Category archives: Estate Planning
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7 years ago
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Please join us for a Chair Yoga Class for Seniors at Yoga Den Fleming Island, on Thursday, September 28 from 12 - 1 p.m. Yoga Den Fleming Island is located at 3555 U.S. Highway 17, at the southeast corner of U.S. Highway 17 & Westover Road, just two ... [read more]
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7 years ago
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Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for your loved one.
Instead of taking steps based on ... [read more]
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7 years ago
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We're proud to feature our Database Manager and Paralegal, Donna L. Sayers' super cute dogs, Herman and Clifford as our Pets of the Month!
Herman is 8 years old and doesn’t know he’s a dog. His hobbies are chasing squirrels and lizards, having his ears scratched, going for rides, and waiting... [read more]
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7 years ago
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Special needs trusts can be an invaluable tool for families that have a child with special needs. One often overlooked aspect of a special needs trust (SNT), however, is how the trust is taxed. This consideration is important because the tax savings can be substantial depending on how the trust is ... [read more]
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7 years ago
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Have you or a loved one been denied Medicare-covered services because you’re "not improving"? Many health care providers are still not aware that Medicare is required to cover skilled nursing and home care even if a patient is not showing improvement. If you are denied coverage based on this outdate... [read more]
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7 years ago
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If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child reaches the age of 18 because then the state considers your child to be an adult with the legal right to govern his or her own life.
Up until yo... [read more]
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7 years ago
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A new report finds that states have made incremental improvements in providing long-term care, but need to make more improvements in order to meet the needs of the growing number of people who require long-term care services. According to the 2017 Long-Term Services and Supports State Scorecard, whi... [read more]
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7 years ago
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One of the things we enjoy so much about our practice is getting to know our clients and having them feel like extended family.
It's nice taking time in life to share pictures and fun stories about our families, and our pets are certainly part of our families that bring us all a lot of joy.
... [read more]
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7 years ago
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If you are the main person managing the care of the beneficiary of a special needs trust, have you planned yet for a time when you may no longer be able to perform this crucial role? It is important to plan appropriately to ensure that the beneficiary will have an advocate and someone closely manag... [read more]
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7 years ago
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We have previously written about the pros and cons of ABLE (Achieving a Better Life Experience Act of 2014) accounts. These accounts allow many people with disabilities or their families to establish tax-free savings accounts that won’t affect their ability to qualify for, or remain on, government a... [read more]
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7 years ago
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Those with special needs often cannot get by without housing assistance from federal programs like the Section 8 Housing Choice Voucher Program. For example, while many people with special needs are on Supplemental Security Income (SSI), the average rent for a modest one-bedroom rental unit is equal... [read more]
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7 years ago
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Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay. Although notices from the IRS can be especially frightening, there are solutions.
If the sum owed is less than $50,000, the IRS will accept monthly payments over five years. For example, if $6,000 is ow... [read more]
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