by Noel Izar | Nov 10, 2023 | Blog
Have you ever thought you could just skip estate planning documents? There are potential traps in trying to DIY your legal work. Often, clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own...
by Alex Alexander | Sep 29, 2023 | Blog
Estate Planning is one of the crucial steps you can take to help secure your family’s financial security. Many people unknowingly make costly mistakes during this process. You must understand the risks and pitfalls in order to avoid these errors. In this blog...
by Alex Alexander | Sep 22, 2023 | Blog
How a Florida Durable Power of Attorney Helps in Medicaid Planning 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...
by Alex Alexander | Sep 15, 2023 | Blog
How Much Can I Keep if My Spouse is On Medicaid? Nursing home residents receiving Medicaid must meet very strict asset and income limits. Assets for a nursing home resident on Medicaid may not exceed $2000. But the “well-spouse” or community spouse is not...
by Alex Alexander | Sep 8, 2023 | Blog
The Hidden Disadvantages in Medicare Advantage Soon we will be in Medicare “open enrollment” season. Expect to be overwhelmed with all those ads trying to convince you to enroll in a Medicare Advantage plan. Medicare Advantage, also called a Medicare Part C Plan, is...
