by Alex Alexander | Sep 29, 2023 | Blog
Estate Planning is one of the crucial steps you can take to help secure your family’s financial security. Many people unknowingly make costly mistakes during this process. You must understand the risks and pitfalls in order to avoid these errors. In this blog...
by Alex Alexander | Sep 22, 2023 | Blog
How a Florida Durable Power of Attorney Helps in Medicaid Planning 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...
by Alex Alexander | Sep 15, 2023 | Blog
How Much Can I Keep if My Spouse is On Medicaid? Nursing home residents receiving Medicaid must meet very strict asset and income limits. Assets for a nursing home resident on Medicaid may not exceed $2000. But the “well-spouse” or community spouse is not...
by Alex Alexander | Sep 8, 2023 | Blog
The Hidden Disadvantages in Medicare Advantage Soon we will be in Medicare “open enrollment” season. Expect to be overwhelmed with all those ads trying to convince you to enroll in a Medicare Advantage plan. Medicare Advantage, also called a Medicare Part C Plan, is...
by Alex Alexander | Sep 1, 2023 | Blog
Pet Trusts in Florida Have you given any thought to providing for your pet in case you die? If you are an animal lover, there is a good chance that at some point you will outlive your animal(s). Luckily in Florida we have a statute on point to allow you to pre-plan...
by Alex Alexander | Aug 18, 2023 | Blog
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...
