News-Attorney for the elderly, estates, trusts, wills in Orange Park, Jacksonville, Fleming Island

News

What to Look for When Buying an Annuity
35 mins ago
An annuity can be a useful tool for long-term care planning, but annuities are also complex financial products that are hard to understand. If purchasing an annuity, you need to consider your options carefully. An annuity is a contract with an insurance company under which the consumer pays t... [read more]

Don't Let Medicare Open Enrollment Go By Without Reassessing Your Options
1 week ago
Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Don't let this period slip by without shopping around to see whether your current choices are the best ones for you. During this period you may enroll in a Medicare Pa... [read more]

Celebrating Thanksgiving with Our Seventh Annual Food Drive!
2 weeks ago
Thanksgiving is a special time of year for us as Americans. Our tradition of celebrating with family and friends on this holiday gives us the chance to focus on gratitude, give thanks, and enjoy a traditional meal, as we pay tribute to the abundance we are so fortunate to enjoy in our great nati... [read more]

Most Are Taking Social Security at the Wrong Time
2 weeks ago
A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The average Social Security recipient would receive 9 percent more income in retirement if they made the finan... [read more]

Alison E. Hickman achieves Martindale-Hubbell AV Preeminent Peer Review Rating
3 weeks ago
We're proud to announce that Associate Attorney, Alison E. Hickman has achieved a Martindale-Hubbell AV Preeminent Peer Review Rating, awarded to only those lawyers with the highest ethical standards and professional ability. According to Martindale-Hubbell: "The Martindale-Hubbell Peer Revie... [read more]

How to Use a Trust in Medicaid Planning
4 weeks ago
With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid's low asset limit. The problem with transferring assets is that you have given them away. You no longer control them, and even a trusted child or other relat... [read more]

Grandparents Raising Grandchildren May Qualify for the Earned Income Tax Credit
1 month ago
Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. Working grandparents who are supporting their grandchildren may qualify for the earned income tax credit, which could reduce the amount they pay in taxes by thou... [read more]

Will My Advance Directive Work in Another State?
2 months ago
Making sure your end-of-life wishes are followed no matter where you happen to be is important. If you move to a different state or split your time between one or more states, you should make sure your advance directive is valid in all the states you frequent. An advance directive gives instr... [read more]

Medicaid's Asset Transfer Rules
2 months ago
In order to be eligible for Medicaid, you cannot have recently transferred assets. Congress does not want you to move into a nursing home on Monday, give all your money to your children (or whomever) on Tuesday, and qualify for Medicaid on Wednesday. So it has imposed a penalty on people who transfe... [read more]

Helping Clients Find Resources For Aging
2 months ago
One question we're often asked by clients is if we can help them find resources to help cover the high costs that can often be associated with aging; such as at-home care or a skilled nursing facility. Our answer is that we are happy to help clients address these concerns by evaluating benefits such... [read more]

Load more