Category archives: Planning
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4 days ago
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One question we're often asked by clients who are adult children of aging parents is how they can best help their parents as they are managing the responsibilities of their own lives.
Our answer is that we work with adult children on a regular basis to help them and their aging parents create Est... [read more]
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2 weeks ago
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Associate Attorney Alison E. Hickman and Jacksonville Bar Association, Elder Law Committee Co-chair, Mike Jorgensen's article,
"A look at three misconceptions about the government program" is featured on JaxDailyRecord.com.
... [read more]
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2 weeks ago
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Associate Attorney, Zach Altenbach spoke to the Silver Sneakers group at the Riverside Winston Family YMCA in Jacksonville this week.
Zach's presentation focused on Estate Planning and Asset Protection.
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3 weeks ago
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One question we are often asked by clients is how specific they should be regarding their wishes about medical care, including tests, medications, surgical procedures, and heroic measures during a serious illness or crisis situation, in their Estate Planning documents. Our answer is that you are wis... [read more]
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2 months ago
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We're often asked what Estate Planning services we offer. Our answer is that, as Elder Law Attorneys, we take a holistic approach as we evaluate each client's unique situation to create comprehensive and customized Estate Plans for them. These Estate Plans include Lifetime Living Documents to protec... [read more]
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3 months ago
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We're often asked by clients how they can make sure that important health care and financial decisions are made in accordance with their wishes if they are not able to express them for themselves. Our answer is that they can have peace of mind by selecting a trusted person, or persons, and signing A... [read more]
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4 months ago
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We’ve all heard the advice “It pays to shop around,” but this has never been more true than with the current market for long-term care insurance.
According to the latest industry figures, the spread between the lowest and highest cost for virtually identical coverage was as high as 243 percen... [read more]
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4 months ago
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We're often asked by clients how 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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4 months ago
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Spouses who are turning full retirement age this year are the last group who can choose whether to take spousal benefits or to take benefits on their own record. The strategy, used by some couples to maximize their benefits, will not be available to people turning full retirement age after 2019.
... [read more]
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4 months ago
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We're often asked what it means to be an Elder Law Attorney, and if it is the same as being an Estate Planning Attorney. Our answer is that while Estate Planning is an important aspect of Elder Law, an Elder Law Attorney is concerned with much more than only creating Wills and Trusts. As Elder Law A... [read more]
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4 months ago
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The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2019 income as a result of buying long-term care insurance.
Premiums for "qualified" long-term care insurance policies (see explanation below) are tax deductible to the extent that they, along with oth... [read more]
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4 months ago
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The older the population gets, the greater the potential for elder abuse. States have laws in place designed to combat elder abuse, but some states are doing a better job than others. The consumer finance website WalletHub researched the protections in place in all 50 states and the District of Colu... [read more]
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