Category archives: Florida First Coast
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4 days ago
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Our office is proud to be collecting donations again for the J.P. Hall Annual Christmas Party for underprivileged children.
Suggested gift donations include: Games, Action figures or dolls, Art activity sets, Sporting equipment (basketballs, footballs, etc.), Books, Toy cars or trucks, Teen watch... [read more]
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6 days ago
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One of the main questions that we get from our clients is how they can make sure that their family members are taken care of in the event of their incapacity or death. Our answer is that with proper Estate Planning we can create customized plans to achieve this important goal to protect families
... [read more]
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7 days ago
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Federal law requires the state to attempt to recover the long-term care benefits from a Medicaid recipient's estate after the recipient's death. If steps aren't taken to protect the Medicaid recipient's house, it may need to be sold to settle the claim.
For Medicaid recipients age 55 or older... [read more]
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2 weeks ago
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We appreciate everyone who generously answered the call to help us with our Thanksgiving Food Drive for The Food Pantry of Green Cove Springs.
We have delivered many bags and boxes of food to The Food Pantry of Green Cove Springs to help them prepare Thanksgiving food packages for their clients.
... [read more]
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2 weeks ago
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Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest.
If an adult becomes mentally incapacitated and is incapable of making responsible decisions, the court will ap... [read more]
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3 weeks ago
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An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully.
An annuity is a contract with an insurance company under which the consumer pays t... [read more]
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1 month ago
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Thanksgiving is a special time of year for us as Americans. Our tradition of celebrating with family and friends on this holiday gives us the chance to focus on gratitude, give thanks, and enjoy a traditional meal, as we pay tribute to the abundance we are so fortunate to enjoy in our great nati... [read more]
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1 month ago
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A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The average Social Security recipient would receive 9 percent more income in retirement if they made the finan... [read more]
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1 month ago
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We're proud to announce that Associate Attorney, Alison E. Hickman has achieved a Martindale-Hubbell AV Preeminent Peer Review Rating, awarded to only those lawyers with the highest ethical standards and professional ability.
According to Martindale-Hubbell:
"The Martindale-Hubbell Peer Revie... [read more]
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2 months ago
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Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. Working grandparents who are supporting their grandchildren may qualify for the earned income tax credit, which could reduce the amount they pay in taxes by thou... [read more]
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2 months ago
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Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent.
An advance directive gives instr... [read more]
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3 months ago
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In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move into a nursing home on Monday, give all your money to your children (or whomever) on Tuesday, and qualify for Medicaid on Wednesday. So it has imposed a penalty on people who transfe... [read more]
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