by Jill Burzynski | May 21, 2021 | Blog, Estate Planning, Trusts
Sometimes clients tell me they will not need to sign a Will. They believe they have taken care of asset transfers after death by adding their children to their bank accounts. They may even have added a child’s name to the title of their homestead by signing a...
by Jill Burzynski | May 6, 2021 | Blog, Estate Planning, Veterans' Benefits
If you have assets including real estate, savings, and investments and want to create an estate plan that will protect them and your family, our team can help. If you are a Veteran, you may be interested in exploring VA Pension or VA Compensation as part of your...
by Jill Burzynski | Apr 15, 2021 | Blog, Caregiver Issues
Dementia-related accusations are common but hurtful. Have you been accused of lying or stealing, even though you were just trying to help? As a person’s brain is changing, it can start to link facts and details in weird and unusual ways. This false-memory...
by Jill Burzynski | Apr 8, 2021 | Blog, Probate and Trust Administration
When a person dies with a will, their will lays out who receives their property (called “heirs”) and who will manage and distribute their estate (called the “personal representative”). For many reasons, potential beneficiaries can feel slighted by what they did...
by Jill Burzynski | Mar 27, 2021 | Blog, News Article, Probate and Trust Administration, Trusts
I recently had a client who wondered if he could make changes to his irrevocable trust. In Florida, the answer is “maybe”. People make irrevocable trust for many reasons, one mayor reason being tax and benefits planning. In order to make a completed gift for tax...
by Jill Burzynski | Mar 26, 2021 | Blog, Medicare, News Article
One of the ways COVID has changed our system is the large increase in telehealth meetings and clients often ask “does insurance cover telemedicine costs?” Over the past year, telemedicine insurance coverage has evolved. While telehealth is not a new...
