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...
by Kelly Alexander | Sep 21, 2022 | Blog, Estate Planning, Guardianship, Probate and Trust Administration, Trusts
A client asked me this question this week. As usual, the answer is “It depends.” Everyone’s legal, health and financial situation is a little different. Some factors it can depend on will be discussed below. But the first question is: What do you want to...
by Jill Burzynski | Apr 29, 2022 | Blog, Estate Planning, Guardianship, News Article
A good Florida estate plan will always include planning for possible incapacity. A Durable Power of Attorney (DPOA) names a trusted person to make financial decisions for you, while an Advance Directive for Healthcare does the same for health decisions. But there...
by Jill Burzynski | Aug 6, 2021 | Blog, Estate Planning, Guardianship, Health Care Advocacy, News Article
When you are thinking about signing your estate planning documents you will need to make a series of choices…including naming a legal representative, someone else to act for you. You need to have someone in mind you can trust to help manage your financial...
by Jill Burzynski | Oct 2, 2020 | Blog, Caregiver Issues, Estate Planning, Exploitation, Guardianship, News Article, scams
A good Florida estate plan will always include planning for possible incapacity. A Durable Power of Attorney (DPOA) names a trusted person to make financial decisions for you, while an Advance Directive for Healthcare does the same for health decisions. But there...
by Jill Burzynski | Sep 7, 2020 | Blog, Estate Planning, Guardianship
Incapacity Planning is vital were you to have a sudden illness or life-threatening injury. More people are thinking about the implications of the possibility of a bad bout with COVID-19 and where that would leave them legally and financially. The good news is there...