Category archives: Florida
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4 days ago
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Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Don't let this period slip by without shopping around to see whether your current choices are the best ones for you.
During this period you may enroll in a Medicare Pa... [read more]
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1 week 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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2 weeks 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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3 weeks 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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4 weeks ago
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With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit.
The problem with transferring assets is that you have given them away. You no longer control them, and even a trusted child or other relat... [read more]
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1 month 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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2 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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2 months ago
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One question we're often asked by clients is if we can help them find resources to help cover the high costs that can often be associated with aging; such as at-home care or a skilled nursing facility. Our answer is that we are happy to help clients address these concerns by evaluating benefits such... [read more]
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2 months ago
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Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called "life settlements," can bring in needed cash, but are they a good idea?
If your children are grown and your mortgage paid off, you may decide that ther... [read more]
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2 months ago
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Hospice care is supposed to help terminally ill patients maintain their quality of life at the end of their life, but two new government reports find that serious problems in some hospices may be actually causing harm to hospice patients. The reports propose that additional safeguards are needed.
... [read more]
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2 months ago
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The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. The Centers for Medicare and Medicaid Services (CMS) issued a rule that once again allows nursing facilities to use arbitration to settle disputes... [read more]
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