Did you know charitable remainder trusts are gaining notoriety as an alternative to harsh new changes impacting retirement accounts like 401ks and IRAs? Many people with these “tax-advantaged” accounts have planned on leaving them to their loved ones as an inheritance, but that may not...
An estate plan is not just a last will and testament. It is a way to ensure your financial and personal needs are provided for in retirement and beyond. Knowing this can give you the peace of mind that comes with knowing your wishes will be respected, even...
Did you know romance scams, sometimes called “lonely heart” scams, often occur when scammers and bad actors attempt to financially exploit vulnerable people? This can be done in many ways, including online, by earning the trust of the vulnerable person through romantic manipulation and outright emotional deceit. Unfortunately, seniors...
Do you or your aging loved ones in Florida have your advanced directives completed? Your advance directives can be created as a part of your estate plan, or on their own, and can include health care advance directives, living wills and HIPAA authorizations, and a...
Did you know the first week in December is always Older Driver Safety Awareness Week? While the annual awareness campaign has already passed, many of this year’s topics are year-round concerns. For example, short of an accident, how do you know when an older loved...
November is National Family Caregiver Awareness Month. In honor of the nearly 44 million Americans who have provided care for a dependent loved one over the past 12 months, it is strongly recommended that family caregivers create a comprehensive file of up-to-date documents to better...
Did you know Medicare never extends coverage to a patient who needs custodial care only? The custodial care may be provided as part of the Medicare skilled nursing home coverage that is partially provided by Medicare Part A. There are many restrictions, however, that apply...
One in four Older Americans experience a fall every year, and the consequences are often devastating. Hip fractures, broken bones and head injuries, all common results, contribute to falls being the leading cause of fatal and non-fatal injuries in adults aged 65 and older. Even...
Did you know medical alert systems are critical safety net technologies used by millions of senior adults? With the press of a button on a wearable device, a senior user can alert an emergency operator for help. In a health care crisis for an Older...
When it comes to Florida estate planning, many people have heard about probate proceedings. Typically, clients, under the guidance of an experienced estate planning attorney, structure their estate plans to avoid such proceedings. Many people do not know, however, that even if you successfully prepare...