Category archives: Planning
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8 years ago
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Grady enjoyed presenting the ElderSmart financial literacy consumer education materials to seniors there on March 16th.
His main takeaways were: (1) there are too many telephone scammers finding new and misleading ways to exploit seniors, so smart phone skills and security of your confidential pr... [read more]
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8 years ago
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Tips for Selecting an In-Home Care Provider
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving Mom or Dad to an assisted living or nursing home, in-home care can provide a solution that makes everyone happy— your... [read more]
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8 years ago
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Elder Law attorneys care greatly for their senior clients and like to see things go smoothly for them, especially as difficult issues arise, such as finding and paying for long-term care. Clients who understand the need to plan early are more likely to find a smooth path into these transitions.
... [read more]
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8 years ago
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No one likes to think about the possibility of their own disability or the disability of a loved one. However, as the statistics below demonstrate, we should all plan for at least a temporary disability. This issue of The ElderCounselorTM examines the eye-opening statistics surrounding disability an... [read more]
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8 years ago
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January 30, 2016
• It’s EZ to make a Will! NOT! Recent FL case held court can’t help you if you botched your will and left out residue, even if the court could surmise your intent. In that case, an “EZ Legal Form” proved to be too tough for the consumer, and the court could not accept a defective W... [read more]
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8 years ago
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Long-term care, whether provided at home or in a nursing home, is a major financial risk in our senior years. Yet few people buy long-term care insurance. Of those who do, one-third with long-term care insurance at age 65 will let their policies lapse, forfeiting benefits they will likely soon need ... [read more]
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8 years ago
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The Unpopular Topic of Discussion Every Family Needs to Have
Just bringing up the possibility of someone in your family becoming mentally or physically incapacitated is often difficult. We tend to think of only the very elderly needing long-term, hands-on care, but a recent report by the Alzheime... [read more]
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8 years ago
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That’s a great question!
Elder law is a special field of law focusing on the needs of aging adults and individuals with special needs. Many of the elder law attorneys you talk to might tell you that they started with an estate planning practice and grew their practice into an elder law practice ... [read more]
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8 years ago
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The Bipartisan Budget Act of 2015, passed by Congress and signed into law on November 2, included some changes to Social Security for 2016.
The first two affect how married couples can claim their Social Security benefits. These changes, which were designed to eliminate perceived loopholes for ma... [read more]
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8 years ago
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In part one, we met Jim and Sandy, now age 65, and reviewed their need for age-appropriate health care and decision-making documents. We left off with the question, “How can Jim and Sandy take steps to prevent losing everything in the event their health fails?”
The costs of long-term care can be ... [read more]
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8 years ago
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You are invited to an informal OPEN HOUSE at our office at 1543 Kingsley Ave., Ste. 5, in Orange Park on the morning of Friday, December 11, 2015, from 8:00 a.m. through noon.
The purpose:
First, we would enjoy getting to see you and members of your family during the holidays. This event creat... [read more]
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8 years ago
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Dear Clients and Email Subscribers:
You are invited to an informal OPEN HOUSE at our office at 1543 Kingsley Ave., Ste. 5, in Orange Park on the morning of Wednesday, November 25, 2015, from 8:00 a.m. through noon.
The purpose:
First, we would enjoy getting to see you and members of your fami... [read more]
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