Category archives: Jacksonville
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5 days ago
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Medicaid law imposes a penalty period if you transferred assets within five years of applying, but what if the transfers had nothing to do with Medicaid? It is difficult to do, but if you can prove you made the transfers for a purpose other than to qualify for Medicaid, you can avoid a penalty.
... [read more]
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5 days ago
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We are often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration.
Numerous detailed and precise steps are legally required by Flo... [read more]
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5 days ago
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Associate Attorney Alison E. Hickman was recognized by the Supreme Court of Florida for her pro bono work in the Fourth Judicial Circuit.
In addition to this letter of Recognition, she received a writing pen and lapel pin from the Florida Bar Young Lawyers Division and Florida Pro Bono Coordinat... [read more]
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6 days ago
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The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have beneficiaries' Social Security numbers on them.
The Centers for Medicare and Medicaid Services (CMS) is replacing each beneficiary's... [read more]
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2 weeks ago
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We're often asked by clients if they can make sure that they are not kept alive by artificial means if they are in a terminal situation due to an accident or illness. Our answer is that a Living Will is an important part of their Estate Plan because it clearly states what their wishes are regarding ... [read more]
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3 weeks ago
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Long-term care insurance policyholders suing Bankers Life and Casualty Company were dealt a blow by the Oregon Supreme Court when it ruled that the state's elder financial abuse statute does not apply to their case.
Residents of Oregon who bought long-term care insurance policies from Bankers... [read more]
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3 weeks ago
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We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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3 weeks ago
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Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in Old Age. New York, NY: Da Capo Press, 2017. 313 pages. Click here to order book via IndieBound.org.
Millions of Americans are facing old age essentially alone. One in three baby boomers is sing... [read more]
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4 weeks ago
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Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. But later-in-life parents ... [read more]
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4 weeks ago
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We're often asked by clients how they can make sure that their personal care and financial decisions are made the way they want them to be be managed if they are not able to make them for themselves due to incapacity or illness. Our answer is that in addition to designating a Health Care Surrogate a... [read more]
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4 weeks ago
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Although millions of people each year earn cash refunds from the Internal Revenue Service (IRS) via the Earned Income Tax Credit (EITC), many others, including many people with disabilities, are not taking advantage of this generous program.
In late January 2018, the IRS issued a Notice encou... [read more]
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1 month ago
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Hi, my name is Gabriella Murray (I was named for the angel, Gabriel), but my mom just calls me "Gabby." I love Christmas because that is when me and my siblings were found in a box, beside the road. We all got new homes, but mine is the BEST! One of my mom's students brought me to her at C... [read more]
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