Category archives: Florida First Coast
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7 years ago
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For many families, Section 529 College Savings Plans are an excellent investment tool when saving money for their child’s educational expenses. But if the child obtains Supplemental Security Income (SSI) benefits, families should be cautious in using a Section 529 plan.
529 plans, named for a pro... [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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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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7 years ago
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Medigap premiums can vary widely depending on the insurance company, according to a new study, so be sure to shop around before choosing a policy.
When you first become eligible for Medicare, you may purchase a Medigap policy from a private insurer to supplement Medicare's coverage and plug some ... [read more]
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7 years ago
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One question we are often asked by new and prospective clients is how our Estate Planning process works. The process begins with an initial consultation with the attorney and the client, where essential personal and financial information and lifetime and legacy goals are discussed. The attorney deta... [read more]
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7 years ago
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As part of our firm's ongoing community outreach, Associate Attorney Alison E. Hickman gave a presentation about Estate Planning and Elder Law to about forty members of the Jacksonville Chapter of the Florida Institute of CPAs (FICPA) at their meeting at the Orange Park Kennel Club.
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7 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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7 years ago
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The Importance of Designating a Health Care Surrogate
We're often asked by clients how they can make sure that their medical wishes are carried out in the event of illness or injury. The designation of a Health Care Surrogate addresses this concern by giving a person you select the ability to mak... [read more]
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