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Multiple Implications of Annual Gifting

As the end of the year approaches, many may be thinking about utilizing the $14,000 annual gift tax exclusion. The annual gift tax exclusion makes it possible to give money to any number of people without having to pay gift or estate taxes. Annual gifting to children...

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Pet Trusts

Have you thought about what happens to your pet when you die?  Pet trusts can assure your pet's well being. Many of us have pets who add joy to our lives. But what happens to them after you are gone? Who will take care of them as well as you did? Your children may be...

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What Your Attorney Needs to Know

A client that I had not seen for several years called me the other day wanting to add a newborn grandchild to her estate planning. I told the client that I would need updated financial information in order to revise her estate planning documents. The client was...

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Avoiding Probate

Many people believe that probate is something that should be avoided in all cases. When asked why probate should be avoided, people often express that probate will be a very expensive and time consuming process. These perceptions are not necessarily true. The efforts...

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Home Health Care Benefits

Most people would prefer to have long term care provided in the home as opposed to receiving care in a facility. This type of care is particularly expensive, however, most long term care policies do provide this benefit. In addition, home care may be financed by one...

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Assisted Living Regulations

Assisted living facilities are licensed by the state and must follow state regulations set forth in the Florida Administrative Code. In general, residents of an assisted living facility should initially be able to perform their activities of daily living; however,...

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Hurricane Season

After a quiet June and July, the tropics are starting to become more active. Forecasts call for a LESS active hurricane season this year, due in part to El Nino in the Pacific. However, it is always a good idea to check your hurricane preparedness at this time of the...

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Care Plan Meetings

Care Plan Meetings

By Barbara A. Miller, R.N. What is a care plan meeting? When an individual is admitted to a skilled nursing home, the staff has regularly scheduled meetings (within fourteen days of admission and then quarterly) regarding the care and progress of a patient. Who...

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Employers of Caregivers

A recent study by Met Life estimated that employees having caregiving responsibilities to elder family members cost U.S. employers approximately $13.4 billion per year. The study cites a number of factors contributing to this cost: • employees providing eldercare were...

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