by Jill Burzynski | Jul 10, 2015 | Financial Products and Issues
The Governor recently signed a bill into law that may help to curb the growing exploitation problem in the state. Financial exploitation of the elderly is less reported than other forms of abuse. It is believed that only 1 in 14 cases of financial exploitation against...
by Jill Burzynski | Jul 10, 2015 | Estate Planning, Financial Products and Issues
In 2010, the long standing homestead law in Florida changed. The old law provided that (as long as there was no pre or post nuptial agreement waiving rights) a surviving spouse was entitled to at least a life estate in the home. For instance, if a married couple lived...
by Jill Burzynski | Jul 10, 2015 | Estate Planning, Financial Products and Issues
Elderly parents often put their children’s names on accounts because they want their children to be able to pay their bills if they can’t, and so the account goes to the child upon their death. However, joint ownership is seldom the best tool for...
by Jill Burzynski | Jul 10, 2015 | End of Life Planning, Estate Planning, Financial Products and Issues, Financing Long Term Care, Health Care Advocacy
Dear Jill: I am 85 years old. I am married and have no children. What are my options for end-of-life care? Thank you, Margret Dear Margret: When considering end-of-life options for our clients, a number of factors must be considered. It is critical that you receive...