Category archives: Planning
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7 years ago
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Associate Attorney Alison E. Hickman was recognized by the Supreme Court of Florida for her pro bono work in the Fourth Judicial Circuit.
In addition to this letter of Recognition, she received a writing pen and lapel pin from the Florida Bar Young Lawyers Division and Florida Pro Bono Coordinat... [read more]
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7 years ago
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We're often asked by clients if they can make sure that they are not kept alive by artificial means if they are in a terminal situation due to an accident or illness. Our answer is that a Living Will is an important part of their Estate Plan because it clearly states what their wishes are regarding ... [read more]
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7 years ago
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Long-term care insurance policyholders suing Bankers Life and Casualty Company were dealt a blow by the Oregon Supreme Court when it ruled that the state's elder financial abuse statute does not apply to their case.
Residents of Oregon who bought long-term care insurance policies from Bankers... [read more]
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7 years ago
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Joy Loverde. Who Will Take Care of Me When I’m Old? Plan Now to Safeguard Your Health and Happiness in Old Age. New York, NY: Da Capo Press, 2017. 313 pages. Click here to order book via IndieBound.org.
Millions of Americans are facing old age essentially alone. One in three baby boomers is sing... [read more]
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7 years ago
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Most special needs trusts give their trustee wide authority, often appropriately so, to respond to unforeseen circumstances. But for those concerned about placing some checks and balances on the trustee’s authority, one possible option is a care committee.
Special needs trusts are trusts ... [read more]
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7 years ago
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We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available. Our answer is that as in addition to staying current with all relevant Florida Statutes that may affect our clients and their fam... [read more]
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7 years ago
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Caring for an elderly parent can be stressful for families. Siblings may disagree over how to provide care or where a parent will live, and if these squabbles escalate into a guardianship battle, it can cost the family thousands of dollars. To avoid this, lawyers have begun drafting sibling agreemen... [read more]
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7 years ago
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Valentine’s Day is the perfect time to express gratitude for your family and friends. Our office wishes you and your loved ones all the best today, and throughout this beautiful early spring in North Florida!
We are grateful to be a part of your community and to have to the opportunity to help fa... [read more]
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7 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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7 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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7 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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7 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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