Category archives: Estate Planning
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9 years ago
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Planning for retirement and deciding whether to buy long-term care insurance would be a lot easier if you knew your odds of needing long-term care, as well as at what age and for how long. Unfortunately, there's no definite answer. On the other hand, some statistics do provide a bit of guida... [read more]
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9 years ago
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Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse. Nest eggs accumulated over decades also often make seniors attractive targets for predators, whether the predator is an offshore bogus sweepstakes or a care provider who sees an ... [read more]
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9 years ago
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The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. Prince's sister, Tyka Nelson, told the probate court in the Minnesota county where Prince lived that her brother did not have a will, which means his estate ... [read more]
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9 years ago
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Once you've gone through the trouble of meeting with a special needs planner and establishing an appropriate special needs plan, you might think that your interaction with your lawyer is over. After all, you've got a plan! But as we all know, plans change, so it's important to stay in close contac... [read more]
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9 years ago
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More and more companies are jettisoning traditional pensions in favor of Individual Retirement Accounts, 401(k)'s and other profit-sharing arrangements. Most of these plans allow an employee to shelter his retirement savings, tax-free, until retirement. When an employee withdraws funds from his IRA ... [read more]
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9 years ago
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On Thursday, April 14, 2016, in honor of this year's April 16, 2016 National Healthcare Decisions Day and in conjunction with our firm’s Community Education Series, Associate Attorney, Alison E. Hickman, J.D. presented “National Healthcare Decisions Day 2016" and discussed Advance Health Care Direct... [read more]
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9 years ago
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Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is aimed at achieving a manner in which those with special needs can save money without losing needs based public benefits such as SSI or Medicaid . This is an important issue and, perhaps the greatest ac... [read more]
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9 years ago
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As we age, it is likely that many of us will need help for at least some period of time with life’s daily activities. (These include bathing, dressing, eating and using the bathroom.) And while we may not want to think much about being in that position some day, it would be a good idea to start thin... [read more]
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9 years ago
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Tips for Selecting an In-Home Care Provider
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving Mom or Dad to an assisted living or nursing home, in-home care can provide a solution that makes everyone happy— your... [read more]
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9 years ago
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Elder Law attorneys care greatly for their senior clients and like to see things go smoothly for them, especially as difficult issues arise, such as finding and paying for long-term care. Clients who understand the need to plan early are more likely to find a smooth path into these transitions.
... [read more]
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9 years ago
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To better serve our clients and their families who live or work in Duval, St. Johns, and Nassau Counties we have opened a local office conveniently located in central Jacksonville in Hampton Professional Park.
This office is easily accessible from any part of the area. Take the Gate... [read more]
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9 years ago
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No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This issue of The ElderCounselorTM examines the eye-opening statistics surrounding disability an... [read more]
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