Category archives: Estate Planning
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8 years ago
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Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you're entitled to. Following are some things to keep in mind... [read more]
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8 years ago
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Many attorneys create trusts, and some even create special needs trusts, often using pre-written templates. So why, you may ask, do you really need an attorney whose practice focuses on special needs planning?
It is important that special needs trusts not be unnecessarily inflexible and gene... [read more]
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8 years ago
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Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity. In most states, once a child reaches age 18, he is presumed to have decision-m... [read more]
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8 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on February 25th at the University of North Florida, Managing Attorney, Grady H. Williams, Jr., LL.M., Associate Attorney, Alison E. Hickman, J.D., and Elder Care Coordinator, Marie Skipper, presented three hour... [read more]
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8 years ago
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When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust beneficiary. This is particularly true if the beneficiary receives Supplemental Security Income (SSI) because any distribution could potentially violate Social Se... [read more]
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8 years ago
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After two years, Social Security Disability Insurance (SSDI) beneficiaries are eligible for Medicare, the health insurance program designed for people age 65 and older. Medicare covers 9.1 million people with disabilities who are under age 65, according to the Kaiser Family Foundation.
But Me... [read more]
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8 years ago
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A new Medicare rule will promote earlier diagnosis of Alzheimer's disease. Medicare will now reimburse primary care doctors who conduct an Alzheimer's evaluation and offer information about care planning to elderly patients with cognitive impairment.
According to the Alzheimer's Association, ... [read more]
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8 years ago
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Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn't receive) under a will, he or she may contest the will. Will contests can drag out for years, keeping all the heirs from getting what they are entitled to. It may be impos... [read more]
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8 years ago
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As part of The Shepherd’s Center of Orange Park's (SCOOP's) “Adventures In Learning” Associate Attorney, Alison E. Hickman, J.D., Elder Care Coordinator, Marie Skipper, and Public Relations and Social Media Manager, Andrew Paul Williams, Ph.D. led the class, "Aging in Place by Design" this morni... [read more]
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8 years ago
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Many thanks to everyone who attended our St. Johns County Chamber of Commerce ribbon-cutting for the firm's new location at 179 King Street in Historic St. Augustine.
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8 years ago
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It is often necessary to modify a home in one way or another to accommodate a person with special needs. But if the individual is the beneficiary of a special needs trust (SNT) and trust funds might be used to pay for modifications or repairs to a home that the beneficiary doesn’t own, things can g... [read more]
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8 years ago
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Finding love later in life may be unexpected and exciting, but should it lead to marriage? The considerations are much different for an older couple with adult children and retirement plans than for a young couple just starting out. Before deciding whether to get married or just live together, you n... [read more]
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