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- Adult Children
- Aging
- Caregivers
- Clay County
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- Long-Term Care
- Medicare
- Medicare Nursing Home Compare
- North Florida
- Nursing Home
- Nursing Home Care
- Orange Park
- Seniors
- Skilled Nursing Home Care
- St. Augustine
- St. Johns County
- 5 years ago
- 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]
Category archives: Estate Plans
- 5 years ago
- 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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- Care Planning
- Caregivers
- Children with Special Needs
- Clay County
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Green Cove Springs
- IRS
- Jacksonville
- Julington Creek
- Life Care Planning
- Long-Term Care
- Long-Term Care Insurance
- North Florida
- Orange Park
- Planning
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Tax Deduction
- Tax Liability
- Tax Rates
- Taxes
- 5 years ago
- 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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- Avoiding Probate
- Beneficiaries
- Benifciary Designations
- Clay County
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Estate Tax
- Florida
- Formal Probate
- Grandchildren
- Grandparents
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Probate
- St. Augustine
- St. Johns County
- Summary Probate
- Trusts
- 5 years ago
- 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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- Advance Directives
- Care Planning
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Gifting
- Green Cove Springs
- Guardianship
- Guardianship Planning
- Health Care Surrogate
- Jacksonville
- Julington Creek
- Lifetime Living Documents
- North Florida
- Orange Park
- Seniors
- St. Augustine
- St. Johns County
- 5 years ago
- 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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- Asset Protection
- Care Planning
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Florida Wills
- Green Cove Springs
- Jacksonville
- Julington Creek
- Legacy Planning
- Life Care Planning
- Life Care Plans
- North Florida
- Orange Park
- Seniors
- St. Augustine
- St. Johns County
- Trusts
- Wills
- 5 years ago
- 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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- ABLE Accounts
- Achieving a Better Life Experience Act of 2014
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- 5 years ago
- 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]
- 5 years ago
- 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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- Adult Children
- Aging
- Care Planning
- Caregivers
- Duval County
- Elder Law
- Estate Planning
- Estate Planning for Adult Children
- Estate Plans
- Florida
- Florida First Coast
- Green Cove Springs
- Jacksonville
- Julington Creek
- Life Care Planning
- Lifetime Living Documents
- Long-Term Care
- Long-Term Disability Insurance
- Medicaid
- North Florida
- Orange Park
- VA Aid and Attendance Benefits
- VA Benefits
- 6 years ago
- 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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- Center for Public Representation
- Clay County
- Disability
- Disability Rights
- Duval County
- Electronic Visit Verification
- Estate Plans
- Federal Disability Rights Laws
- Green Cove Springs
- Jacksonville
- Julington Creek
- Medicaid
- North Florida
- Orange Park
- People with Special Needs
- Special Needs Planning
- St. Augustine
- St. Johns County
- 6 years ago
- 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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- 401(k) Plans
- 529 Plans
- ABLE Accounts
- Achieving a Better Life Experience Act of 2014
- Affordable Care Act
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Federal Tax Code
- Florida
- Green Cove Springs
- Individual Retirement Accounts
- IRA
- Jacksonville
- Julington Creek
- Legacy Planning
- Life Care Planning
- North Florida
- Orange Park
- Roth 401(k)
- Roth IRAs
- Saver's Credit
- St. Augustine
- St. Johns County
- Taxes
- 6 years ago
- 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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- Care Planning
- Children with Special Needs
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Plans
- Estate Tax
- Florida
- Florida Wills
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Legacy Planning
- Life Care Planning
- Life Care Plans
- Lifetime Living Documents
- Living Will
- Medicaid
- Medicaid Application
- Medicaid Eligiblity
- Medicaid Planning
- New Year
- North Florida
- Orange Park
- Probate
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trusts
- Will
- Wills
- 6 years ago
- 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]