by dev | Dec 3, 2018 | Blog, Estate Planning, News Article, Probate and Trust Administration
Many times clients think they have solved their division of assets (after their death) by making up a simple plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and titled... 
by dev | Nov 19, 2018 | Blog, Financing Long Term Care, News Article, Veterans' Benefits
The Veterans’ Administration has announced the VA payment schedule for Aid and Attendance for 2019 (actually effective starting December 1, 2018.) The VA payment schedule increases each year there is a cost-of-living increase in Social Security benefits. The... 
by dev | Nov 15, 2018 | Expert Video, Medicaid, News Article, Video
In my practice I encounter many people who believe they know Florida Medicaid requirements make costly Medicaid mistakes because they mistakenly believe some common misconceptions about Medicaid eligibility. One of these common mistakes is that you have to “Spend... 
by dev | Nov 2, 2018 | Blog, Expert Video, Medicare, News Article, Video
Open Enrollment is the period between October 15-December 7 when you can switch your health insurance plan. We encourage our clients to consider their plans even if they have been satisfied over the past year. Sometimes providers change or the prescription formulary... 
by dev | Oct 19, 2018 | Blog, Expert Video, News Article, Veterans' Benefits
The Veterans Administration has been talking about implementing new VA changes to the Aid and Attendance or Improved Pension program since 2015. They published the rule on September 18, 2018. We have covered in previous articles the proposed changes and will not... 
by dev | Oct 15, 2018 | Blog, Exploitation, News Article
Did you know that there are criminals such as the con artist who continue to attempt to get sensitive financial information from vulnerable elders? One scheme that a con artist uses is to prey on the elder’s fears about finances. Once the new Medicare cards...