Category archives: Planning
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8 years ago
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Each year, hundreds of bills and regulations are proposed with little if any analysis of how they will affect the lives of people with disabilities.
If signed into law, a new Senate bill, titled the Office of Disability Policy Act of 2018, would change this. Introduced July 24, the legislation wo... [read more]
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8 years ago
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According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means that there are no specific provi... [read more]
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8 years ago
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The older you get, the harder it is to qualify for long-term care insurance. If you are interested in buying this insurance, it is better to act sooner rather than later.
Many people put off purchasing long-term care insurance until they need it, but by then, it may be too late. Not only do p... [read more]
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8 years ago
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How much you need for retirement depends a great deal on how long you expect to live. There are now many Web-based calculators that can give you an idea of your life expectancy based on your current age, gender, family health history, smoking and drinking habits, exercise patterns, stress level, and... [read more]
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8 years ago
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A California daughter and granddaughter's fear of losing their home to Medicaid may have contributed to a severe case of elder abuse. If the pair had consulted with an elder law attorney, they might have figured out a way to get their mother the care she needed and also protect their house.
A... [read more]
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8 years ago
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We are often asked why young families need Estate Planning. Our response is that there are numerous, important reasons why young families need Estate Planning to protect themselves, their families, and their futures.
Some of these Estate Planning considerations include: naming Beneficiaries for y... [read more]
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8 years ago
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The Importance of Designating a Health Care Surrogate
We're often asked by clients how they can make sure that their medical wishes are carried out in the event of illness or injury. The designation of a Health Care Surrogate addresses this concern by giving a person you select the ability to mak... [read more]
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8 years ago
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One question we're often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trus... [read more]
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8 years ago
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Figuring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators may yield vastly different results, they can still be useful tools.
Based... [read more]
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8 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on June 23rd at the University of North Florida, Associate Attorneys, Alison E. Hickman, J.D., and Zach Altenbach presented two hourly workshops, providing attendees with “A Look Under the Hood" at Lifetime Livi... [read more]
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8 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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8 years ago
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Last week, Associate Attorney Alison E. Hickman appeared on St. Augustine Radio - WSOS 103.9 FM and discussed her role as a board member of Penney Retirement Community, the benefits of such communities for seniors, and how she helps clients as an Elder Law Attorney.
Below is an audio clip from Al... [read more]
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