Category archives: Florida
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6 years ago
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One question we are asked frequently is what the benefits of a Trust are over just having a Will. Our answer is that there are several reasons why a Trust can be preferable to a Will. For example, a Trust does not typically have to go through any probate proceedings if funded properly, and the Trust... [read more]
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6 years ago
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In an underreported case involving police violence, the state of California has agreed to pay nearly $1 million to a man with schizophrenia. The money will be placed in a special needs trust (SNT) to enhance the man’s quality of life while preserving his eligibility for public benefits.
On D... [read more]
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6 years ago
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Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators may yield vastly different results, they can still be useful tools.
Based... [read more]
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6 years ago
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Special Needs Trusts are an important part of Estate Planning for clients whose family members have disabilities or chronic illness. A Special Needs Trust (also referred to as a Supplemental Needs Trust) helps beneficiaries receive their inheritance while also following important guidelines regardin... [read more]
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6 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on June 23rd at the University of North Florida, Associate Attorneys, Alison E. Hickman, J.D., and Zach Altenbach presented two hourly workshops, providing attendees with “A Look Under the Hood" at Lifetime Livi... [read more]
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6 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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6 years ago
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Last week, Associate Attorney Alison E. Hickman appeared on St. Augustine Radio - WSOS 103.9 FM and discussed her role as a board member of Penney Retirement Community, the benefits of such communities for seniors, and how she helps clients as an Elder Law Attorney.
Below is an audio clip from Al... [read more]
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6 years ago
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Arizona and Florida are the latest states to request a waiver from the requirement that states provide three months of retroactive Medicaid coverage to eligible Medicaid recipients.
Medicaid law allows a Medicaid applicant to be eligible for benefits for up to three months before the month of... [read more]
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6 years ago
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Medicaid is a needs-based public assistance program. People who properly apply and qualify for Medicaid can use these benefits to cover the high cost of a skilled nursing home or at home care.
Timing is one of the most important parts of the rigorous Medicaid application process. When to apply fo... [read more]
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6 years ago
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If your Medicare drug plan denies coverage for a drug you need, you don't have to simply accept it. There are several steps you can take to fight the decision.
The insurers offering Medicare drug plans choose the medicines -- both brand-name and generic -- that they will include in a plan's "... [read more]
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6 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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6 years ago
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A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditional Medicare. The study raises questions about whether Medicare Advantage plans are influencing beneficiaries' decision making when it comes to c... [read more]
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