Category archives: Planning
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7 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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7 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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7 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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7 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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7 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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7 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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7 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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7 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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7 years ago
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Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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7 years ago
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A new study has found that people enrolled in a Medicare Advantage plan were more likely to enter a lower-quality nursing home than were people in traditional Medicare. The study raises questions about whether Medicare Advantage plans are influencing beneficiaries' decision making when it comes to c... [read more]
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7 years ago
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When victims of medical malpractice and other catastrophic accidents receive awards in personal injury lawsuits, obtaining the award is only half the battle. Of equal, or greater, importance for the person’s future is constructing the settlement structure in a way that best protects their long-term ... [read more]
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7 years ago
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While the execution of wills requires formalities like witnesses and a notary, the reality is that most property passes to heirs through other, less formal means.
Many bank and investments accounts, as well as real estate, have joint owners who take ownership automatically at the death of the... [read more]
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