Category archives: Care Planning
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5 years ago
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Our firm was proud to be a sponsor of several local seniors as part of the Jacksonville Bar Association Holiday Project in partnership with Aging True and Meals on Wheels.
Members of our team enjoyed taking gifts to Jacksonville residents and giving back to these members of our community.
Ma... [read more]
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5 years ago
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As we enjoy Celebrating Christmas and the Holiday season this and next week, our attorneys are seeing a few clients by appointment, but our offices are closed to allow us to spend time with our families and loved ones. With the end of 2018 upon us, and a New Year approaching, we want to take a momen... [read more]
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5 years ago
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One question we are often asked by clients is if giving financial gifts to their family members will affect them adversely if they need to apply for Medicaid to cover the cost of nursing home care. Our response is that while current federal law permits gifts up to $15,000 annually, per individual, w... [read more]
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5 years ago
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Attorney Alison Hickman Co-Chaired the Jacksonville Bar Association Elder Section luncheon today, which was sponsored by Arbor Terrace Assisted Living and featured Dr. David Bortnick, PhD, PsyD, as the speaker.
(Alison is p... [read more]
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6 years ago
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We're often asked by clients how our Elder Law Attorneys can help them be prepared for the need of long-term care. Our answer is that as a part of thorough Estate Planning, we create documents that are flexible enough to allow the use of various strategies to obtain and pay for long term care. Sourc... [read more]
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6 years ago
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A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is important to know your rights and limitations.
A power of attorney ... [read more]
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6 years ago
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Medicare Open Enrollment for 2019 began this Monday, October 15, and runs through Friday, December 7, 2018. During this enrollment period, you can enroll in Medicare for the first time or you can make changes to your existing coverage. For example, you can switch from a Medicare Advantage Plan (Medi... [read more]
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6 years ago
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If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.
The $15,000 figure is the amount of the current gift tax exclusion (for 2018), meaning that any person who gives away $15,000 or le... [read more]
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6 years ago
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How much you need for retirement depends a great deal on how long you expect to live. There are now many Web-based calculators that can give you an idea of your life expectancy based on your current age, gender, family health history, smoking and drinking habits, exercise patterns, stress level, and... [read more]
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6 years ago
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A California daughter and granddaughter's fear of losing their home to Medicaid may have contributed to a severe case of elder abuse. If the pair had consulted with an elder law attorney, they might have figured out a way to get their mother the care she needed and also protect their house.
A... [read more]
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6 years ago
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To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
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6 years ago
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In the past two years, nearly every state in the country has passed legislation enabling people with disabilities and their families to open new savings accounts, modeled after popular 529 college savings plans, to save for disability related expenses.
But early projections indicate that many of ... [read more]
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