Category archives: Estate Planning
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9 years ago
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Happy milestone birthday, Baby! 2016 is the year the first baby boomers will reach age 70. It is also the year for some critical decisions that will affect your retirement years. Here are some deadlines you won’t want to miss.
Sign up for Social Security. If you have delayed taking Social Securit... [read more]
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9 years ago
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January 30, 2016
• It’s EZ to make a Will! NOT! Recent FL case held court can’t help you if you botched your will and left out residue, even if the court could surmise your intent. In that case, an “EZ Legal Form” proved to be too tough for the consumer, and the court could not accept a defective W... [read more]
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9 years ago
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Long-term care, whether provided at home or in a nursing home, is a major financial risk in our senior years. Yet few people buy long-term care insurance. Of those who do, one-third with long-term care insurance at age 65 will let their policies lapse, forfeiting benefits they will likely soon need ... [read more]
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9 years ago
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It’s true!
Elder law is a misnomer. When we hear the word “elder” we think about our grandparents or our grandparents. We don’t think about the eighteen year old who just delivered our pizza and is set to graduate high school next week.
The simple truth is elder law planning is just as relev... [read more]
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9 years ago
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The Unpopular Topic of Discussion Every Family Needs to Have
Just bringing up the possibility of someone in your family becoming mentally or physically incapacitated is often difficult. We tend to think of only the very elderly needing long-term, hands-on care, but a recent report by the Alzheime... [read more]
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9 years ago
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That’s a great question!
Elder law is a special field of law focusing on the needs of aging adults and individuals with special needs. Many of the elder law attorneys you talk to might tell you that they started with an estate planning practice and grew their practice into an elder law practice ... [read more]
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9 years ago
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The Bipartisan Budget Act of 2015, passed by Congress and signed into law on November 2, included some changes to Social Security for 2016.
The first two affect how married couples can claim their Social Security benefits. These changes, which were designed to eliminate perceived loopholes for ma... [read more]
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9 years ago
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In part one, we met Jim and Sandy, now age 65, and reviewed their need for age-appropriate health care and decision-making documents. We left off with the question, “How can Jim and Sandy take steps to prevent losing everything in the event their health fails?”
The costs of long-term care can be ... [read more]
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9 years ago
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We enjoyed getting to see clients and members of their families as we celebrated the holidays during our informal and educational event this morning, December Open House: Florida Health Care Surrogate and HIPAA Release Updates Needed
The purpose of this event was to ensure that our clients are ta... [read more]
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9 years ago
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You are invited to an informal OPEN HOUSE at our office at 1543 Kingsley Ave., Ste. 5, in Orange Park on the morning of Friday, December 11, 2015, from 8:00 a.m. through noon.
The purpose:
First, we would enjoy getting to see you and members of your family during the holidays. This event creat... [read more]
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9 years ago
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Dear Clients and Email Subscribers:
You are invited to an informal OPEN HOUSE at our office at 1543 Kingsley Ave., Ste. 5, in Orange Park on the morning of Wednesday, November 25, 2015, from 8:00 a.m. through noon.
The purpose:
First, we would enjoy getting to see you and members of your fami... [read more]
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9 years ago
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Our firm’s Managing Attorney, Grady H. Williams, Jr., LL.M. co-presents “HOW TO QUALIFY FOR THE STATEWIDE MEDICAID MANAGED CARE LONG TERM CARE PROGRAM” on Saturday, October 17, 2015 at 11 a.m., as part of the 2015 HOPE AND HELP SYMPOSIUM sponsored by The ALS Association Florida Chapter at the Hyatt ... [read more]
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