by Jill Burzynski | Jul 28, 2015 | Blog, Estate Planning, Financing Long Term Care
We are often asked this question. The quick answer is that if your will is valid where it was drafted, it will be valid in Florida. So despite the popular belief that you need to update your documents when moving to Florida in order for them to be valid, you do not...
by Jill Burzynski | Jul 28, 2015 | Blog, Financial Products and Issues, Financing Long Term Care
As the population ages, more and more people are specializing in the senior market. Home care agencies, real estate agents, insurance salespeople and more are calling themselves “Experts” in senior planning. We encourage people to deal with people who have expertise...
by Jill Burzynski | Jul 28, 2015 | Blog, Estate Planning, Financing Long Term Care, Medicaid, Veterans' Benefits
We have had the unfortunate situation with some married clients over the past year of finding that the revocable living trusts prepared in the past severely limited the possibility of asset protection planning when facing long term care. Many people have been sold...
by Jill Burzynski | Jul 28, 2015 | Blog, Caregiver Issues, Financial Products and Issues, Financing Long Term Care, Health Care Advocacy, Medicaid
Our Life Care Planning service includes advocacy issues that some never contemplate when considering our services. For instance, around six months ago we were hired by a 78 year old woman who was living independently in her home. Several months later, she fell and...