Monthly archives:November 2017
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7 years ago
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We are often asked by clients if they need a new Will when moving from another state. We briefly address this important concern in our video, Do I need a new asset protection plan, trust, or will if move to a new state?. Our longer answer is that a valid Will which was properly drafted, signed, and ... [read more]
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7 years ago
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Choosing the right person to serve as trustee of a special needs trust is one of the most important and difficult issues in creating the trust. A trustee typically manages the day-to-day operations of the trust, often making distributions to the trust's beneficiary, investing the trust's assets, and... [read more]
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7 years ago
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November is recognized as National Caregivers Month, and it provides us with many ways to recognize and support people who are helping others.
In recognition of this month, we've been sharing information about Caregiving on our website, FloridaElder.com, and on our social media. We've rounded u... [read more]
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7 years ago
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Hurricanes, floods and wildfires have ravaged large swaths of the U.S. this year. Every major natural disaster disproportionately harms society’s most vulnerable populations, particularly people with disabilities.
Hurricane Katrina, for example, left hundreds of thousands with disabilities stran... [read more]
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7 years ago
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First Coast Honda Dealers generously answered the call to help us with our Holiday Food Drive for The Food Pantry of Green Cove Springs.
John Rose, representing Lucas Honda, is pictured with our Marketing Manager ... [read more]
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7 years ago
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The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts. While generally heirs cannot inherit debt, debt can reduce what they receive. Spelling out how debt should be paid can help your heirs.
If som... [read more]
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7 years ago
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We are often asked by clients if they need a will or a trust. Our answer is that decision depends on their individual and family situations and goals. One main advantage to a trust is that it helps avoid probate and the costs and public exposure that can come with that legal process.
Many clients... [read more]
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7 years ago
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In 2018, Social Security recipients will get their largest cost of living increase in benefits since 2012, but the additional income will likely be largely eaten up by higher Medicare Part B premiums.
Cost of living increases are tied to the consumer price index, and an upturn in inflation rates ... [read more]
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7 years ago
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We are often asked by caregivers how they can protect a loved one's home, if they need to have skilled at-home or nursing home care and cannot afford the high costs to cover these services or facilities. Our answer is that with appropriate legal strategies we can help them get financial assistance t... [read more]
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7 years ago
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As with all cats, he is the proud owner of Lonnie and Renee Scheetz.
Renee came about Barney one day when she was running into Lowe’s for some gardening supplies and there stood one of the workers asking if anyone wanted to adopt a kitten born in their warehouse. Lonnie and Renee are true pet... [read more]
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7 years ago
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Most of us notice that our memory is affected by aging and during periods of stress. Fortunately, there are many things we can do to keep our minds active and help boost our memory. Below is a list of simple ways that we can help our brains.
Practice Concentration and Focused Attention: Paying gr... [read more]
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7 years ago
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Simply defined, a trust is an agreement between two people -- a grantor who donates funds to the trust and a trustee who manages those funds according to the grantor's wishes, which are laid out in a trust document. The funds in the trust are typically used to assist a person or group, called the tr... [read more]
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