by Noel Izar | Apr 16, 2025 | Blog
Seasonal residents are starting to plan their trips back north. There are some steps you should consider to help keep your Florida home safe and in good repair during your absence. Security Have your Mail Stopped/Forwarded: Use the USPS online site to have...
by Noel Izar | Mar 7, 2025 | Blog
Now that we are in tax season, many caregivers and clients who are residents of an assisted living facility ask about tax deductions for assisted living costs. The IRS provides rules for deducting certain qualified long-term care costs as medical expenses. Normally,...
by Noel Izar | Feb 14, 2025 | Blog
We are often asked how to establish domicile in Florida. Each year it seems that more people move to Florida to enjoy their retirement in our warm weather and low tax rates. Many come from higher-tax states and may hope to be “let go” by their old home state. The...
by Noel Izar | Jan 31, 2025 | Blog
Most patients and their families are not entirely surprised when a diagnosis of dementia is made by a physician. The patient and the family have probably been noticing subtle changes for some time. However, when these suspicions are confirmed by a diagnosis, all the...
by Noel Izar | Dec 27, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Health Care Advocacy, Life Style, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
A Durable Power of Attorney (DPOA) is a document that gives a trusted person of your choosing, the “Agent”, legal authority to act on your behalf regarding financial matters. A DPOA withstands incapacity and is a very important document for you to have in the event...
by Noel Izar | Dec 13, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Guardianship, Health Care Advocacy, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
The 5-year Medicaid Lookback Period is a specific provision that is often confusing, but it plays a vital role in determining Medicaid eligibility. What is the 5-Year Medicaid Lookback? The 5-Year Medicaid Lookback Period refers to a five-year timeframe during...
