by Jill Burzynski | Dec 23, 2020 | Blog, Caregiver Issues, Financing Long Term Care, News Article
The Holiday season can be a trigger for changes in family dynamics. Often times out-of-state children will meet with their parents for the first time in a year or more. Changes in the parent’s conditions may seem more pronounced after the period of absence. How do...
by Jill Burzynski | Dec 18, 2020 | Blog, Exploitation, News Article
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...
by Jill Burzynski | Dec 18, 2020 | Blog, Caregiver Issues
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. ...
by Jill Burzynski | Dec 18, 2020 | Blog, Medicaid, News Article
Medicaid is a joint federal and state program available to individuals who meet certain asset requirements that help them pay for long-term care costs. Long-term care often creates devastating financial impacts on Americans, especially the elderly and disabled, and...
by Jill Burzynski | Dec 10, 2020 | Blog, Medicaid, News Article, Veterans' Benefits
Many of our clients have been in the habit of making annual gifts to their children and other beneficiaries. These gifts are thought of as “annual exclusion” gifts because the IRS allows anyone to give up to the maximum amount (currently $15,000 per beneficiary)...
by Jill Burzynski | Dec 3, 2020 | Blog, Estate Planning
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...
