Category archives: Senior Resources
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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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Sometimes seniors find themselves owing past-due federal taxes they cannot afford to pay. Although notices from the IRS can be especially frightening, there are solutions.
If the sum owed is less than $50,000, the IRS will accept monthly payments over five years. For example, if $6,000 is ow... [read more]
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7 years ago
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As baby boomers continue to work past retirement age, age discrimination lawsuits are becoming more common. Two out of three workers between ages 45 and 74 say they have seen or experienced age discrimination, according to AARP. However, experiencing it and proving it are two different things.
... [read more]
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7 years ago
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Immediate annuities can be a useful tool to protect the spouse of a nursing home resident who applies for Medicaid. These types of annuities allow the nursing home resident to spend down assets and give the spouse a guaranteed income. But immediate annuities may not work in every state, so be sure t... [read more]
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8 years ago
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After initially delaying a rule intended to prevent financial advisers from steering their clients to bad retirement investments, the Department of Labor (DOL) announced that the rule will go into effect on June 9, 2017, but its future is still unclear.
Earlier this year, President Trump sign... [read more]
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8 years ago
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We’re proud to announce that Marie Skipper, Elder Care Coordinator, has earned the Certificate in Elder Care Coordination training presented by the Stockton Center on Successful Aging in conjunction with the Life Care Planning Law Firms Association.
This program of study included training about t... [read more]
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8 years ago
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A little-known insurance option can be an answer for some people who might need care but are unable to buy long-term care insurance. Short-term care insurance provides coverage for nursing home or home care for one year or less.
As long-term care premiums rise, short-term care insurance is ga... [read more]
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8 years ago
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In a move that could be confusing to seniors who are vulnerable to scams, the IRS will begin using private debt collection agencies to collect past-due taxes. The new program will begin in April 2017.
Authorized by a law Congress passed in December 2015, the IRS may now contract with private ... [read more]
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8 years ago
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For better or for worse, our current culture is very car-dependant; in many places, cars are the only convenient link to the outside world. Unfortunately, as people age, driving can become more difficult and more dangerous. The elderly drive less, but have more crashes per mile than younger drivers.... [read more]
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8 years ago
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As part of National Healthcare Decisions Day 2017, and in collaboration with Haven Hospice, our attorneys presented Advance Directive Planning Talks in Orange Park, St. Augustine, and Jacksonville. Our office also provided attendees the opportunity to complete statutorily recommended forms for Healt... [read more]
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8 years ago
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All hospitals must now give Medicare recipients notice when they are in the hospital under observation status. The notice requirement is part of a law enacted in 2015 but that just took effect.
Signed by President Obama in August 2015, the law was intended to prevent surprises after a Medicar... [read more]
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8 years ago
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A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance, an indust... [read more]
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