Category archives: Seniors
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3 weeks ago
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The latest IRS telephone scam involves taxpayers receiving calls from criminals who are claiming to need to collect taxes with demands for this payment to be made with a pre-paid gift card. These criminals are able to fake the IRS phone number that shows on taxpayers' caller id devices and often per... [read more]
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4 weeks ago
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A new federal law is designed to address the growing problem of elder abuse. The law supports efforts to better understand, prevent, and combat both financial and physical elder abuse.
The prevalence of elder abuse is hard to calculate because it is underreported, but according to the Nationa... [read more]
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4 weeks 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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1 month 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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1 month ago
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The federal government is issuing new Medicare cards to all Medicare beneficiaries. To prevent fraud and fight identity theft, the new cards will no longer have beneficiaries' Social Security numbers on them.
The Centers for Medicare and Medicaid Services (CMS) is replacing each beneficiary's... [read more]
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1 month 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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1 month ago
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The government is spending billions to fund assisted living services through Medicaid, but government oversight and regulation of assisted living facilities is lacking, according to a new government report.
Medicaid funds long-term care services for low-income individuals. It is primarily use... [read more]
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2 months 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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2 months 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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2 months ago
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Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. But later-in-life parents ... [read more]
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2 months ago
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Hi, my name is Gabriella Murray (I was named for the angel, Gabriel), but my mom just calls me "Gabby." I love Christmas because that is when me and my siblings were found in a box, beside the road. We all got new homes, but mine is the BEST! One of my mom's students brought me to her at C... [read more]
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2 months ago
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We're often asked by senior clients who are aging and/or experiencing health challenges if, in addition to providing Estate Planning services, we can also help them manage the many practical issues with aging in place at home as their lives are becoming more complicated and challenging. Our answer i... [read more]
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