Author archives: Andrew Williams
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8 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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8 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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8 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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8 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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8 years ago
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How to Take Care of Yourself as You Take Care of Others
Raising your kids, working, trying to take care of yourself, and now caring for an aging parent? That makes you part of the Sandwich Generation. You are not alone—almost half of America’s 40- and 50-year olds are in the same boat.
Most of... [read more]
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8 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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8 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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8 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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8 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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8 years ago
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Age-appropriate legal documents (Part 1)
Twenty years ago, Jim and Sandy, age 45 at the time, went on their first vacation without their kids since they were married. They had no planning documents in place, and had to scramble quickly to get a simple will and a power of attorney to m... [read more]
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8 years ago
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The holiday season is the time that families gather together, often from long distances. If you haven’t seen your parents in a while, you may notice they are aging more than you remembered. Here are some things to watch for the next time you visit.
Physical Appearance: Is your parent cl... [read more]
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8 years ago
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Our Office Manager and Paralegal, Renee Scheetz (pictured here in 2004 with her late mom, Irene Pallas and her late sister, Dawn Wohler) is from a family of six children, and their favorite Christmas cookies were the Bohemian Cookies that they used to make together every year. She, her mother, and h... [read more]
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