Category archives: Estate Plans
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7 years ago
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A new report that combines nursing home quality data with a survey of family members ranks the best and worst states for care and paints a picture of how Americans view nursing homes.
The website Care.com analyzed Medicare's nursing home ratings to identify the states with the best and worst ... [read more]
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7 years ago
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We are often asked by clients how difficult it is to administer a Trust. Our answer is that Trust Administration is a formal fiduciary process that can be a complicated task for a Trustee (the person who manages the administration) to handle properly on their own. There are numerous specific and det... [read more]
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7 years ago
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The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2019 income as a result of buying long-term care insurance.
Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent that they, along with oth... [read more]
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7 years ago
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One question that we're often asked by clients is how they can protect their family's privacy and avoid a costly probate process.
Our answer is that summary and formal probate administration can be a long and expensive court process, and we can use a number of Estate Planning tools to avoid proba... [read more]
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7 years ago
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A durable power of attorney is one of the most important estate planning documents you can have. It allows you to appoint someone to act for you (your "agent" or "attorney-in-fact") if you become incapacitated. Without a power of attorney, your loved ones would not be able to make decisions for you ... [read more]
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7 years ago
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We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available online. Our answer is that in addition to staying current with all relevant Florida Statutes that may affect our clients and their... [read more]
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7 years ago
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ABLE accounts, new tax-free saving accounts for people with disabilities, hold great promise for special needs planning. But among the many questions surrounding ABLE plans is who can open accounts? Only the person with a disability? Parents? Other relatives? Friends?
Created by Congress vi... [read more]
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7 years ago
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As we close our offices for the rest of this week so that we can enjoy celebrating Thanksgiving and a long holiday weekend with our families and loved ones, we want to take a moment to thank you for being clients and friends of our Law Office.
... [read more]
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7 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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7 years ago
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Congress has passed and President Trump has signed a law delaying by one year the requirement that providers of home health care services clock in electronically with Medicaid prior to performing services.
Disability rights advocates and a bipartisan group of senators had been calling for the... [read more]
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7 years ago
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Under the federal tax code, certain low- and middle-income workers are eligible for a tax credit, known as the Saver’s Credit, designed to reward them for contributing to their retirement plans.
The new tax law, the Tax Cuts and Jobs Act, provides that people will now be able to benefit from ... [read more]
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7 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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