Category archives: Estate Planning
-
-
-
8 years ago
-
Americans are misinformed about many aspects of Social Security, and local Social Security offices may not be helping, according to a study by the Government Accountability Office (GAO). The study found that the Social Security field offices often did not provide key information that would help peop... [read more]
-
-
-
-
8 years ago
-
A little-known insurance option can be an answer for some people who might need care but are unable to buy long-term care insurance. Short-term care insurance provides coverage for nursing home or home care for one year or less.
As long-term care premiums rise, short-term care insurance is ga... [read more]
-
-
-
-
8 years ago
-
A recent New Jersey appeals court case demonstrates how important it is for families to come up with a long-term care plan before an emergency strikes. The case involves two brothers who got into a fight over whether to place their mother in a nursing home – a dispute that resulted in one brother fi... [read more]
-
-
-
-
8 years ago
-
In a move that could be confusing to seniors who are vulnerable to scams, the IRS will begin using private debt collection agencies to collect past-due taxes. The new program will begin in April 2017.
Authorized by a law Congress passed in December 2015, the IRS may now contract with private ... [read more]
-
-
-
-
8 years ago
-
For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can become more difficult and more dangerous. The elderly drive less, but have more crashes per mile than younger drivers.... [read more]
-
-
-
-
8 years ago
-
As part of National Healthcare Decisions Day 2017, and in collaboration with Haven Hospice, our attorneys presented Advance Directive Planning Talks in Orange Park, St. Augustine, and Jacksonville. Our office also provided attendees the opportunity to complete statutorily recommended forms for Healt... [read more]
-
-
-
-
8 years ago
-
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family.
1. Alternate Beneficiaries
One of the most important things your esta... [read more]
-
-
-
-
8 years ago
-
Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company life insurance program.
Most retirement accounts allo... [read more]
-
-
-
-
8 years ago
-
All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect.
Signed by President Obama in August 2015, the law was intended to prevent surprises after a Medicar... [read more]
-
-
-
-
8 years ago
-
As part of National Healthcare Decisions Day 2017, and in collaboration with Haven Hospice, we are offering three Advance Directives and Life Care Planning Talks on April 19, 20, and 21 in Orange Park, St. Augustine, and Jacksonville.
On April 19, from 1 - 3 p.m., Alison E. Hickman, J.D. pres... [read more]
-
-
-
-
8 years ago
-
A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance, an indust... [read more]
-
-
-
-
8 years ago
-
When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
If you add your child as a joint tenant on your house, you will each have an equal ownership interest in the property. If one joint tenant dies, hi... [read more]
-
