by Jill Burzynski | Nov 12, 2020 | Blog, Medicaid, News Article
You may never have heard of the Medicaid 5 year look-back penalty. Or you may have heard of a “five-year period” without being clear what that meant. You get busy with health, financial and insurance information when going through a long-term placement for...
by Jill Burzynski | Oct 23, 2020 | Alzheimers and Dementia, Blog, Estate Planning, Exploitation, News Article, scams
Financial elder exploitation has been called “the crime of the 21st Century” with one study suggesting that older Americans lost at least $2.9 billion to financial exploitation in 2010 by a broad spectrum of perpetrators, including persons they know and trust, as well...
by Jill Burzynski | Oct 12, 2020 | Blog, Health Care Advocacy, News Article
No one wants to land in the emergency room of a hospital, but it happens frequently, especially to seniors, so it is imperative that seniors be ready for an unexpected trip to the emergency room. According to the Centers for Disease Control and Prevention, there are...
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 25, 2020 | Blog, Estate Planning, News Article
We get many inquiries about gifting real property. Sometimes we deal with seniors who want us to prepare a deed gifting the home to their children. Some believe that they could wait out the five year ineligibility period and obtain Medicaid. We always try to convey to...
by Jill Burzynski | Sep 18, 2020 | Blog, Estate Planning, News Article, Trusts
Many times clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own device. They may name their most responsible child as Personal Representative or Trustee in their estate planning documents, and...
