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 compassionate and caring Elder Law and Estate Planning Attorneys help clients in North Florida prepare for the costs associated with long-term care by implementing a combination of strategies which can include Long Term Care Insurance, Trusts, and pursuing VA, Medicaid, and other benefits they may be eligible to receive.
If you need to initiate an Estate Planning review, or new Estate Planning case at this time, we are happy to assist you. Depending on your level of comfort and abilities, we can handle your initial intake or planning review consult by phone, video conference, or in person in most instances.
If it has been a while since you last updated your plan with our office, please remember that a review and update is typically needed:
1. If more than 3 years have passed since you signed your planning documents;
2. If new children have been born or adopted;
3. If your children have now become adults;
4. If you have become a grandparent;
5. If there has been a significant change in the value or composition of your planning assets;
6. If you have disposed of specific assets which were going to a named beneficiary;
7. If one or more of your named beneficiaries have deceased or are now under a disability;
8. If one or more of your named fiduciaries, agents, or surrogates have deceased, are now under a disability, or are no longer appropriate to serve for you;
9. If there have been significant tax law changes since you signed your plan; or
10. If there have been significant Florida law changes since you signed your plan.
Our Elder Law and Estate Planning Attorneys have the knowledge, experience, and empathy necessary to guide you in preparing a Will or Trust, or in legally representing you in a Probate or Trust Administration. If you have any concerns about Wills, Trusts, Power of Attorney, Designation of Health Care Surrogate, or managing the costs of long-term care, please do not delay. Call us today at (904) 264-8800, and set up a phone, video, or in-person appointment today with one of our knowledgeable, compassionate, and caring Elder Law Attorneys.
With offices in Orange Park, Jacksonville, and St. Augustine, our Elder Law Attorneys help young adults and families in North Florida create important Estate Planning documents that include a broad Durable Power of Attorney, Health Care Surrogate, and HIPAA Release Authorization.
We are your Florida First Coast Elder Law Attorneys.