Category archives: Duval County
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6 years ago
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A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial advisers from steering their clients to bad retirement investments, but the Securities and Exchange Commission (SEC) has proposed new regulations to at least partially address the same prob... [read more]
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6 years ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that Revocable Living Trusts are an excellent way to manage property and other assets during their lifetime and to transfer them to loved ones after death without probate. You can also modify o... [read more]
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6 years ago
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Although a nursing home cannot require a child to be personally liable for their parent's nursing home bill, there are circumstances in which children can end up having to pay. This is a major reason why it is important to read any admission agreements carefully before signing.
Federal regula... [read more]
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6 years ago
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One question we are asked frequently is what the benefits of a Trust are over just having a Will. Our answer is that there are several reasons why a Trust can be preferable to a Will. For example, a Trust does not typically have to go through any probate proceedings if funded properly, and the Trust... [read more]
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6 years ago
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In an underreported case involving police violence, the state of California has agreed to pay nearly $1 million to a man with schizophrenia. The money will be placed in a special needs trust (SNT) to enhance the man’s quality of life while preserving his eligibility for public benefits.
On D... [read more]
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6 years ago
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Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators may yield vastly different results, they can still be useful tools.
Based... [read more]
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6 years ago
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A federal magistrate judge has recommended that a new set of charges filed against a disability attorney who dubbed himself “Mr. Social Security” should go forward. But the real victims in the largest-ever Social Security disability fraud case are the attorney’s thousands of clients who now must pr... [read more]
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6 years ago
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Special Needs Trusts are an important part of Estate Planning for clients whose family members have disabilities or chronic illness. A Special Needs Trust (also referred to as a Supplemental Needs Trust) helps beneficiaries receive their inheritance while also following important guidelines regardin... [read more]
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6 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on June 23rd at the University of North Florida, Associate Attorneys, Alison E. Hickman, J.D., and Zach Altenbach presented two hourly workshops, providing attendees with “A Look Under the Hood" at Lifetime Livi... [read more]
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6 years ago
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Many people who served in the military, and who are widows or children of Veterans, are eligible to receive Veteran's Aid and Attendance Benefits. Unfortunately, these benefits are often overlooked in the Estate Planning Process.
VA Benefits have specific income, discharge status, age, dates of... [read more]
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6 years ago
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New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to emp... [read more]
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6 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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