Category archives: Planning
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9 years ago
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One question that we're often asked by clients is how they protect their family's privacy and avoid probate.
With offices in Orange Park, Jacksonville, and St. Augustine, our Elder Law Attorneys help clients in North Florida avoid probate through numerous Estate Planning strategies that include t... [read more]
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9 years ago
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One question that we're often asked by clients is if they will be financially able to cover the expenses related to long term care, if needed. Our answer is that with proper Estate Planning they can be prepared to meet the needs that may arise for either at home or nursing home care.
Our compassion... [read more]
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9 years ago
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ABLE accounts are a great new savings tool for individuals with disabilities, but not all people with disabilities are eligible to open these accounts. The rules for determining eligibility are for the most part uncomplicated, although one requirement is proving controversial.
Created by Con... [read more]
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9 years ago
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We are often asked by clients if they need a will or a trust. Our answer is that decision depends on their individual and family situations and goals. One main advantage to a trust is that it helps avoid probate and the costs and public exposure that can come with that legal process.
Many clients... [read more]
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9 years ago
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We are often asked by caregivers how they can protect a loved one's home, if they need to have skilled at-home or nursing home care and cannot afford the high costs to cover these services or facilities. Our answer is that with appropriate legal strategies we can help them get financial assistance t... [read more]
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9 years ago
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We are asked regularly by our clients how they can receive VA Aid and Attendance Benefits to help cover the cost of either at home or nursing home care. Our answer is that VA Benefits have specific income, asset, age, years of service, and medical condition eligibility requirements, and that there a... [read more]
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9 years ago
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We are asked regularly by our clients 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 they should create Living Wills that follow Florida Statutes to ensure that thei... [read more]
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9 years ago
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What happens if you are a high-income Medicare beneficiary who is paying a surcharge on your premiums and then your income changes? If your circumstances change, you can reverse those surcharges.
Higher-income Medicare beneficiaries (individuals who earn more than $85,000) pay higher Part B a... [read more]
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9 years ago
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We are regularly asked by clients what they can do to ensure that they are protected financially if, in the event of an accident, an unexpected illness, or a period of incapacity, they are unable to make financial and business decisions for themselves. We advise clients to have a trusted family mem... [read more]
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9 years ago
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One of the concerns often expressed to us by clients is how they or a loved one can qualify for Medicaid for long-term care when their gross income exceeds the monthly maximum limit of $2,205 in Florida. For these clients, a solution we provide is helping to set up a Qualified Income Trust in orde... [read more]
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9 years ago
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The Department of Housing and Urban Development (HUD) has announced changes to the federal reverse mortgage program. Citing the need to put the program on better financial footing, HUD will raise reverse mortgage fees for some borrowers and lower the amount homeowners can borrow.
A reverse mo... [read more]
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9 years ago
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Many seniors and their families don't use a lawyer to plan for long-term care or Medicaid, often because they're afraid of the cost. But an attorney can help you save money in the long run as well as make sure you are getting the best care for your loved one.
Instead of taking steps based on ... [read more]
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