Category archives: Orange Park
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8 years ago
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Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family.
1. Alternate Beneficiaries
One of the most important things your esta... [read more]
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8 years ago
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Private retirement savings plans, like IRAs and 401(k)s, have become the main way for American families to save for retirement. But parents of children with special needs need to be vigilant when signing up for a retirement plan or company life insurance program.
Most retirement accounts allo... [read more]
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8 years ago
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All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect.
Signed by President Obama in August 2015, the law was intended to prevent surprises after a Medicar... [read more]
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8 years ago
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As part of National Healthcare Decisions Day 2017, and in collaboration with Haven Hospice, we are offering three Advance Directives and Life Care Planning Talks on April 19, 20, and 21 in Orange Park, St. Augustine, and Jacksonville.
On April 19, from 1 - 3 p.m., Alison E. Hickman, J.D. pres... [read more]
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8 years ago
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A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance, an indust... [read more]
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8 years ago
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When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
If you add your child as a joint tenant on your house, you will each have an equal ownership interest in the property. If one joint tenant dies, hi... [read more]
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8 years ago
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Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you're entitled to. Following are some things to keep in mind... [read more]
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8 years ago
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Many attorneys create trusts, and some even create special needs trusts, often using pre-written templates. So why, you may ask, do you really need an attorney whose practice focuses on special needs planning?
It is important that special needs trusts not be unnecessarily inflexible and gene... [read more]
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8 years ago
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Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity. In most states, once a child reaches age 18, he is presumed to have decision-m... [read more]
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8 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on February 25th at the University of North Florida, Managing Attorney, Grady H. Williams, Jr., LL.M., Associate Attorney, Alison E. Hickman, J.D., and Elder Care Coordinator, Marie Skipper, presented three hour... [read more]
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8 years ago
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When serving as the trustee of a special needs trust, it is crucial to be careful when making distributions for the benefit of the trust beneficiary. This is particularly true if the beneficiary receives Supplemental Security Income (SSI) because any distribution could potentially violate Social Se... [read more]
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12 years ago
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Medicaid ICP Enrollment for Nursing Home Care
The Institutional Care Program (ICP) is a Medicaid program designed to aid individuals in meeting the cost for nursing home care. Florida’s Department of Children and Families (DCF) administers the enrollment for (ICP). Although Florida’s Agency for H... [read more]
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