Category archives: North Florida
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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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The Importance of Designating a Health Care Surrogate
We're often asked by clients how they can make sure that their medical wishes are carried out in the event of illness or injury. The designation of a Health Care Surrogate addresses this concern by giving a person you select the ability to mak... [read more]
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6 years ago
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Each year, the U.S. Department of Education (DOE) receives tens of thousands of discrimination complaints, of which disability discrimination is by far the largest category. For example, complaints can allege that students with disabilities are not being given accessible textbooks, are being denied ... [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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6 years ago
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Understanding what benefits might be available to your child or loved one with special needs can be confusing. Different benefits apply in different circumstances, and sometimes different benefit programs can work together to help meet the needs of an individual. Childhood disabled beneficiary bene... [read more]
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6 years ago
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A U.S. court of appeal has struck down a Department of Labor (DOL) rule that was intended to prevent financial advisers from steering their clients to bad retirement investments, but the Securities and Exchange Commission (SEC) has proposed new regulations to at least partially address the same prob... [read more]
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6 years ago
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We're often asked by clients if they would benefit from the use of a Revocable Living Trust. Our answer is that Revocable Living Trusts are an excellent way to manage property and other assets during their lifetime and to transfer them to loved ones after death without probate. You can also modify o... [read more]
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6 years ago
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Although a nursing home cannot require a child to be personally liable for their parent's nursing home bill, there are circumstances in which children can end up having to pay. This is a major reason why it is important to read any admission agreements carefully before signing.
Federal regula... [read more]
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