by Noel Izar | Dec 27, 2024 | Blog, Caregiver Resources, Elder Resources, Estate Planning, Financing Long Term Care, Fit Row, Health Care Advocacy, Life Style, Medicaid, Medicare, Naples, Post Slider, Practice Area, Quote, Veterans' Benefits
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 incapacity and is a very important document for you to have in the event...
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 | Jun 7, 2023 | Blog, Veterans' Benefits
VA benefits can make a real difference in quality of life, especially for older adults. But not everyone who is eligible will apply. Some will not apply because they believe VA benefits are a government handout. They don’t want charity, so they don’t apply. If you are...
by Jill Burzynski | May 6, 2021 | Blog, Estate Planning, Veterans' Benefits
If you have assets including real estate, savings, and investments and want to create an estate plan that will protect them and your family, our team can help. If you are a Veteran, you may be interested in exploring VA Pension or VA Compensation as part of your...
by Jill Burzynski | Dec 10, 2020 | Blog, Medicaid, News Article, Veterans' Benefits
Many of our clients have been in the habit of making annual gifts to their children and other beneficiaries. These gifts are thought of as “annual exclusion” gifts because the IRS allows anyone to give up to the maximum amount (currently $15,000 per beneficiary)...
by Jill Burzynski | Nov 20, 2020 | Blog, Caregiver Issues, Veterans' Benefits
Sometimes an elderly loved one needs more care that a family member can provide. When you reach the point of needing more care differs with every family. We all have different skills, time available, available space in our home and other factors. Family caregivers...
