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Common Signs of Elder Abuse

Common Signs of Elder Abuse

Elderly individuals often go through health issues they did not experience when they were younger and may have been unprepared to deal with.   Other seniors might have few living friends, and relatives scattered far from Florida.  This makes aging difficult both...

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How to Help a Family Caregiver

How to Help a Family Caregiver

Family caregivers sacrifice their own financial security, family time, and health to provide uncompensated care for elderly or disabled family members who need help.  Over 40 million Americans are thrust into the role of family caregiver, sometimes unexpectedly. ...

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Dangers of Trying to do Your Own Estate Plan

Dangers of Trying to do Your Own Estate Plan

People often wonder why they can’t just do their own estate plan.  There are will forms on the internet.  Banks try helpfully suggesting you add your kids as pay-on-death to your accounts.  What’s the big mystery?  We view it like medical care.  Yes, you can find...

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Medicaid 5 Year Look-Back Penalty

Medicaid 5 Year Look-Back Penalty

You may never have heard of the Medicaid 5 year look-back penalty.  Or you may have heard of a “five-year period” without being clear what that meant. You get busy with health, financial and insurance information when going through a long-term placement for...

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Veterans and Medicaid

Veterans and Medicaid

Sometimes we deal with a war-time Veteran (or widow of a war-time Veteran) who is receiving Aid and Attendance benefits but also needs Medicaid.  A Veteran can receive both an Aid and Attendance benefit and Medicaid so long as there are out of pocket expenses toward...

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Informal Estate Plan

Informal Estate Plan

Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...

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2020 VA Benefits

2020 VA Benefits

Many of our clients are war-time Veterans who may look to the VA for some help with payment of their long-term care costs and knowing the 2020 VA benefits available is crucial. There are two paths in VA to receive monthly payments: disability or pension. Disability...

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Incapacity Planning in Florida

Incapacity Planning in Florida

Incapacity Planning is vital were you to have a sudden illness or life-threatening injury.  More people are thinking about the implications of the possibility of a bad bout with COVID-19 and where that would leave them legally and financially.  The good news...

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Managing Isolation during COVID-19

Managing Isolation during COVID-19

Things have changed so much in 2020 and managing isolation has been critical. Every aspect of our life has changed in some way. Events are cancelled, many stores and movie theaters are closed, and gatherings are too risky. No one wants to be that super spreader who...

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What is a Care Plan Meeting?

What is a Care Plan Meeting?

If you have a loved one in a nursing home, you will soon hear the term “care plan meeting.” Shortly after moving in a new resident, each nursing home is required by the Florida Department of Elder Affairs to develop a plan of care. This helps the facility know what...

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