Many Jacksonville Special Needs Trust Lawyers and estate planning lawyers are rejoicing at the fact that the law concerning special needs trusts is about to change for the better. In Jacksonville, a special needs trust can be of the best tools available for many clients of Jacksonville Special Need Trust…
The American Taxpayer Relief Act of 2012 is still going strong, and there are some changes to the tax code in store for this New Year. For those who are not familiar with the law, this act made the following permanent: the reunification of the estate and gift tax regimes,…
What many of our clients do not realize is that long-term health care is expensive, and will only get more expensive with time. Many people are shocked when they learn about the actual costs of long-term health and feel helpless because they cannot afford it. The good news is that…
Estate planning is important to prepare for potential memory loss. Studies show that memory loss is one of the most common ailments that an older person experiences as they begin to age. Memory loss is often a sign of early dementia, and those that suffer from dementia may not be…
Can a Marriage be Prevented in Florida? We often get questions about whether the Fundamental Right to Marry Extends beyond Incapacity? The state constitution of Florida offers every citizen basic fundamental rights. One of the most important of these rights is a Florida resident’s fundamental right to marry. The right…
Elder law is one of the most important legal fields in Florida because it helps address the unique needs of this state’s large elderly population. One of the growing concerns in the legal community is the rise of elder abuse. The abuse is frequently under-reported, and worse, the abusers are…
As a Jacksonville elder law attorney we often run across phone scams that target the elderly. Besides the typical IRS and credit card scams the Department of Elder Affairs is warning Florida residents to watch out for scam artists who are allegedly making calls pretending to be the Department or…
I have recently become acquainted with a bank who does business very different than traditional banks. As we do Trust funding for many of our estate planning, elder law, and asset protection packages, we have the opportunity to interact with many banks around the area. One of the recent banks…
First Quarter 2016 In This Issue Should Seniors Enroll In A Medicare Advantage Plan Or Stick With Traditional Medicare? What You Need To Know About Financial Elder Abuse One Of The Most Important Conversations You Should Have With Your Family Should Seniors Enroll In A Medicare Advantage Plan Or Stick…
I just finished my new book Protect your IRA : Avoid the 5 Common Mistakes! Here is the Table of Contents The 3 Reasons Most People Experience Confusion with Their IRAs Don’t Just Focus on the Taxes Avoid the 5 Common Mistakes Common Mistake #1: Trying to Avoid Income Taxes…