Category archives: Green Cove Springs
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6 years ago
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In the past two years, nearly every state in the country has passed legislation enabling people with disabilities and their families to open new savings accounts, modeled after popular 529 college savings plans, to save for disability related expenses.
But early projections indicate that many of ... [read more]
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6 years ago
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Did you know that Elder Law starts at age 18? Most legal rights attach to an individual when they turn 18 years old. If you are supporting an adult child or college student it may be difficult to assist them with academic, financial, or health care decisions without some essential documents.
To e... [read more]
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6 years ago
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A promissory note is normally given in return for a loan and it is simply a promise to repay the amount. Classifying asset transfers as loans rather than gifts can be useful because it sometimes allows parents to "lend" assets to their children and still maintain Medicaid eligibility.
Before ... [read more]
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6 years ago
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Associate Attorney Alison E. Hickman is pictured with another Clay County Attorney, Lisa Dasher, at their orientation today for Committee Leaders of the Jacksonville Bar Association.
Alison is serving in her third year as co-chair of the Elder Law Committee, and Lisa is Co-Chair of both the F... [read more]
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6 years ago
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We are often asked why young families need Estate Planning. Our response is that there are numerous, important reasons why young families need Estate Planning to protect themselves, their families, and their futures.
Some of these Estate Planning considerations include: naming Beneficiaries for y... [read more]
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6 years ago
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The federal government has begun mailing new Medicare cards to 59 million Americans. You should keep track of when your new card will arrive and contact Medicare if you don't receive it.
To prevent fraud and fight identity theft, the federal government is issuing new cards to all Medicare ben... [read more]
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6 years ago
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Starting in 2019, providers of home health care services will be required to clock in electronically with Medicaid prior to performing services. However, disability rights advocates and a bipartisan group of senators are calling for the state-by-state rollout of these Electronic Visit Verification (... [read more]
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6 years ago
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Employee retirement savings plans come in two main flavors: the traditional 401(k) and the Roth 401(k). The benefit of a Roth 401(k) over a traditional 401(k) after retirement is that distributions from a Roth 401(k) are tax-free, but there is a little-known situation where distributions can be taxe... [read more]
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6 years ago
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A question we're often asked by clients is if they need to use an Attorney for a Trust Administration. A Trust Administration is a formal process managed by the Trustee of the Trust. The Trustee has a fiduciary relationship with the beneficiaries of the Trust. It is essential that the terms of a tru... [read more]
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6 years ago
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For most Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) beneficiaries, the Social Security Administration (SSA) issues monthly checks directly to the recipients. However, where the recipients are incapable of making their own financial decisions, the SSA sends the... [read more]
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6 years ago
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Medicare is extending its offer of relief from penalties for certain Medicare beneficiaries who enrolled in Medicare Part A and had coverage through the individual marketplace. Beneficiaries who qualify will be able to enroll in Medicare Part B without paying a penalty for late enrollment if they en... [read more]
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6 years ago
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One question we're often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trus... [read more]
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