Monthly archives:July 2019
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5 years ago
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Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin withdrawing a minimum amount from your non-Roth individual retirement account (IRA) or 401(k) accounts. These withdrawals are called required minimum distributions (RMDs).
But what if you die... [read more]
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5 years ago
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Thinking about your funeral may not be fun, but planning ahead can be exceedingly helpful for your family. It both lets them know your wishes and assists them during a stressful time. The following are steps you can take to plan ahead:
Name who is in charge. The first step is to designate someo... [read more]
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5 years ago
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As we help clients with their Elder Law and Estate Planning, we enjoy the privilege of building long-term relationships with them and hearing about their families, loved ones, friends, and pets. In many ways, we view our office as a family serving other families.
Each Monday we share an image of... [read more]
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5 years ago
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As we help clients with their Elder Law and Estate Planning, we enjoy the privilege of getting to know them more personally and hearing about what is meaningful in their lives. We love hearing about what has been important to them in their past; and about what they hope for their, and their family a... [read more]
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5 years ago
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At the doctor's office and want to know if a procedure is covered by Medicare? There is an app for that. Medicare has launched a free app that gives beneficiaries a quick way to see whether the program covers a specific medical item or service.
The "What's Covered" app allows you to search or br... [read more]
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5 years ago
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We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.
Under federal Medicaid law, if you transfer certain a... [read more]
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5 years ago
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One of the exciting things happening in the Anastasia Island area of St. Augustine is the St. Augustine Farmers Market.
"For 20 years this community event has brought together the region's finest fresh food, prepared goods and fine art. Shop for groceries and gifts, grab a bite to eat or drink, m... [read more]
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5 years ago
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As we've been talking about how much we enjoy having an office in historic St. Augustine on King Street, near Flagler College, one thing we've discussed frequently is how fortunate we are to serve so many clients here from numerous neighborhoods in this charming town, the beach communities, and surr... [read more]
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5 years ago
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One question we're often asked by clients is how they can include Estate Planning for their business, as they also address their personal Estate Plans. Our answer is that many of our clients are business owners, and our holistic Elder Law services include understanding, and attending to, plans for t... [read more]
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5 years ago
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In theory, the rapid growth of Uber, Lyft and other on-demand ride-sharing services should make cities more accessible to people with disabilities, especially considering the tendency of municipal governments to underfund paratransit systems.
However, these ride-share companies, even more than t... [read more]
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5 years ago
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We're often asked by clients how they can make sure that their young children are protected, and provided for, if they are unable to care for them for themselves due to incapacity or death. Our answer is that one of the best ways for parents to protect their children is through the use of a trust as... [read more]
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5 years ago
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For several years it has been clear that ABLE accounts – a new form of tax-free savings account for certain people with disabilities – would not affect a person’s eligibility for important government benefits like Supplemental Security Income (SSI) and Medicaid. But the U.S. Department of Housing a... [read more]
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