Planning Archives | Grady H. Williams, Jr. LL.M, Attorneys at Law

Category archives: Planning

What is Estate Planning?
8 years ago
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]

Are Medicare Advantage Plans Steering Enrollees to Lower-Quality Nursing Homes?
8 years ago
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]

The Advantages and Disadvantages of Structured Settlements
8 years ago
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]

Choosing Retirement Account Beneficiaries Requires Some Thought
9 years ago
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]

Hickman Recognized By Supreme Court Of Florida
9 years ago
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]

The Importance Of A Living Will
9 years ago
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]

Long-Term Care Insurer Cannot Be Sued for Elder Financial Abuse
9 years ago
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]

A Guidebook to Planning for Old Age
9 years ago
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]

Should You Have a Care Committee in Your Special Needs Trust?
9 years ago
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]

Why Use An Elder Law Attorney?
9 years ago
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]

Avoid Sibling Disputes Over Caregiving By Putting It in Writing
9 years ago
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]

Happy Valentine's Day!
9 years ago
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]