Category archives: North Florida
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6 years ago
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If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.
The $15,000 figure is the amount of the current gift tax exclusion (for 2018), meaning that any person who gives away $15,000 or le... [read more]
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6 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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6 years ago
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One question we are often asked by clients is how specific they should be in their Estate Planning documents regarding their wishes about having visitors and guests during a serious illness or period of incapacity. We recommend that clients talk with their families about these preferences and write ... [read more]
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6 years ago
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Congress has passed and President Trump has signed a law delaying by one year the requirement that providers of home health care services clock in electronically with Medicaid prior to performing services.
Disability rights advocates and a bipartisan group of senators had been calling for the... [read more]
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6 years ago
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According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means that there are no specific provi... [read more]
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6 years ago
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The older you get, the harder it is to qualify for long-term care insurance. If you are interested in buying this insurance, it is better to act sooner rather than later.
Many people put off purchasing long-term care insurance until they need it, but by then, it may be too late. Not only do p... [read more]
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6 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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6 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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6 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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6 years ago
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One question we are asked regularly by our clients is how they can make sure that their health care wishes are respected and adhered to regarding medical treatment for a terminal condition or end-of-life situation. Our answer is that creating a Living Will that follows Florida Statutory guidelines, ... [read more]
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6 years ago
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Under the federal tax code, certain low- and middle-income workers are eligible for a tax credit, known as the Saver’s Credit, designed to reward them for contributing to their retirement plans.
The new tax law, the Tax Cuts and Jobs Act, provides that people will now be able to benefit from ... [read more]
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6 years ago
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To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
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