Category archives: Planning
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5 years ago
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For years people have been worried about Social Security’s future, but what is the actual outlook? According to the federal government, unless Congress acts to intervene, Social Security shortfalls are expected beginning in 2035.
Social Security retirement benefits are financed primarily thro... [read more]
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5 years ago
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Thank you to the clients and friends of our office who joined us for an open house at our main office in Orange Park to meet our new neighbors from Palagio Senior Living.
We appreciate the great turnout, the time spent enjoying networking and refreshments in our office, and the tour of this wonde... [read more]
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6 years ago
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When it comes to long-term care costs, the charges for home care are now rising faster than those for nursing home care, according to Genworth's 2019 Cost of Care survey. In the past year, the median annual cost for home health aides rose 4.55 percent to $52,624, while the median cost of a private n... [read more]
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6 years ago
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The Trump administration is officially rolling back a ban on the use of arbitration agreements by nursing homes that was initiated under President Obama. The Centers for Medicare and Medicaid Services (CMS) issued a rule that once again allows nursing facilities to use arbitration to settle disputes... [read more]
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6 years ago
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In most states, transferring your house to your children (or someone else) may lead to a Medicaid penalty period, which would make you ineligible for Medicaid for a period of time. However, there are circumstances in which transferring a house will not result in a penalty period.
One of those... [read more]
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6 years ago
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Please join us for the Active After 50 Senior Expo at the Thrasher- Horne Center, located at 283 College Drive, Orange Park, Florida, 32065 on Wednesday August 14, 2019 from 9:30 a.m. – 2:00 p.m.
This outstanding free community event features over 70 local exhibitors showcasing their products... [read more]
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6 years ago
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We’ve all heard that it’s better to give than to receive, but if you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful because giving away money or property can interfere with your eligibility.
Under federal Medicaid law, if you transfer certain a... [read more]
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6 years 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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6 years 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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6 years 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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6 years 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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6 years 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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