Monthly archives:September 2016
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8 years ago
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Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean?
Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or her wishes and to the benefit of the influenc... [read more]
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8 years ago
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Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.
Earnings in a traditional IRA generally are not taxed until they are distributed to y... [read more]
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8 years ago
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If for any reason, you become unhappy with the person you have appointed to make decisions for you under a durable power of attorney, you may revoke the power of attorney at any time. There are a few steps you should take to ensure the document is properly revoked.
While any new power of attorney... [read more]
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8 years ago
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Marriage should be a happy celebration of two lives coming together, but for people with special needs, marriage can sometimes cause additional stress beyond the usual pre-wedding jitters. That's because people who receive certain government benefits may be penalized for getting married and living w... [read more]
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8 years ago
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Associate Attorney, Alison Hickman, as Co-Chair of the Jacksonville Bar Association Elder Law Section, had the pleasure of hosting Nancy Keating, CEO of Challenge Enterprises, as a speaker today at the section luncheon.
Challenge Enterprises has been promoting the power of people and possibil... [read more]
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8 years ago
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Two years after the passage of the Achieving a Better Life Experience (ABLE) Act, four states -- Florida, Nebraska, Ohio and Tennessee -– have ABLE plans up and running, and all but Florida allow out-of-state beneficiaries to open accounts.
States have been slow to create the appropriate regulati... [read more]
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8 years ago
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A growing number of Medicare beneficiaries receive their care through HMOs and PPOs, known as Medicare Advantage plans. Yet little is known about the size and scope of the provider networks available to them, and participants can face significant expense if treated by an out-of-network provider. A n... [read more]
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8 years ago
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Over the past several years, crowdfunding and personal fundraising have become popular ways to raise money for people in need. Crowdfunding cuts out the charitable middleman, allowing a person or organization in need to appeal directly to the general public via the Internet in the hope of raising m... [read more]
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8 years ago
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We’re proud and excited to announce that LaRae Long has joined our team as an Executive Assistant.
A native of Dalton, Georgia, LaRae has lived in St. Augustine since 1975, and in addition to her extensive knowledge about St. Augustine and St. Johns County, her years of client service and adminis... [read more]
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8 years ago
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When people retire they often have more time to travel. Although Medicare coverage is generally not available when beneficiaries are overseas, what about coverage for those exploring our own varied and scenic land?
If you have original Medicare, the answer is easy: you can travel anywhere in... [read more]
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