Category archives: Planning
-
-
-
1 week ago
-
Takeaways
A new phishing attack is targeting Social Security recipients with email messages pretending to be from the Social Security Administration (SSA), prompting them to download fake Social Security statements.
These malicious downloads give hackers access to sensitive personal informat... [read more]
-
-
-
-
2 weeks ago
-
We enjoy hearing from our clients about how Estate Planning benefits their lives, and it's rewarding to hear about times when the documents and plans we create for them help a difficult situation and improve good ones.
The peace of mind that being prepared for, and having the ability to handle a ... [read more]
-
-
-
-
2 months ago
-
Takeaways
Aging in place involves making modifications to ensure safety, comfort, and accessibility for older adults.
Home modifications, measures for preventing falls, and fire and carbon monoxide safety are crucial for creating a safer environment.
Maintaining social and mental well-b... [read more]
-
-
-
-
4 months ago
-
Spring is definitely here again in Orange Park and the greater Jacksonville area, and in addition to enjoying the warmer weather, the azaleas blooming, sunshine, and longer days, many of us are also Spring cleaning and thinking about changes in our lives, as well as the seasons.
This season of ch... [read more]
-
-
-
-
8 months ago
-
The Qualified Medicare Beneficiary (QMB) Program is one of four types of Medicare Savings Programs. The QMB Program is also the most comprehensive of the four, as it helps individuals with limited income and assets pay not only for Medicare Part A and B premiums, but also for deductibles and co-paym... [read more]
-
-
-
-
1 year ago
-
Research shows that roughly one in seven adults aged 65 or older will need long-term care at some point in their later years. Meanwhile, tens of millions of Baby Boomers in the United States are growing older and living longer. It seems inevitable, then, that the future of long-term care will be und... [read more]
-
-
-
-
1 year ago
-
Amid recent reports from such prominent news outlets as The New York Times and Associated Press about the negative impact of Medicaid estate recovery on families, the idea of ending this practice altogether has resurfaced.
What Is Medicaid?
Medicaid is a public assistance program that seeks to pro... [read more]
-
-
-
-
1 year ago
-
It's starting to feel like summer, students are finishing their academic years, and graduation and vacation photos abound on social media. This is also a great time of year for an Estate Planning refresher and a review of your essential documents.
Estate Planning is, quite simply, the process thr... [read more]
-
-
-
-
1 year ago
-
If you have a trust prepared or revised by our office, then we have discussed with you previously the need to fund your trust. That usually is accomplished by actually titling assets, including one or more financial accounts, to the name of your trust, or using the name of your trust as the trust be... [read more]
-
-
-
-
1 year ago
-
Even if you have a long-term care insurance policy, you may likely be hoping that you won't ever have reason to use it. Regardless of what the future holds, there's one silver lining of which you may not be aware. That is, premiums on many long-term care insurance policies are in fact tax-deductible... [read more]
-
-
-
-
1 year ago
-
Since the 1960s, Medicaid has provided health care coverage for low-income people across the United States. For millions of seniors, Medicaid offers financial assistance, helping them to cover the cost of long-term care services. Today, this joint federal-state program also benefits other qualifying... [read more]
-
-
-
-
1 year ago
-
To secure the maximum amount in monthly Social Security retirement benefits, Americans must wait until full retirement age to start receiving their payouts. Results from a 2023 survey show that most of today’s workers know about this stipulation – and yet the vast majority say they’re willing to fil... [read more]
-
