A recent article by Tanya Roth reveals some shocking truths about our local drug store. Rite Aid is being held accountable for their employees’ actions after an investigation by the Office of Civil Rights (OCR) revealed privacy regulations were not followed. The chain of drugstores has reached a settlement with…
Articles Posted in Medicaid Planning
Scam Targets the Elderly in Florida
align=”left” style=”margin-right: 5px;”Seniors Citizens in Florida are the latest to fall victim to the scam dubbed the “Grandparent Scam.” An article in the South Florida Sun-Sentinel details how grandparents are scammed when they first receive a phone call from someone pretending to be their grandchild. The fake grandchild then informs…
Florida Supplemental Needs Trust
A Florida Supplemental Needs Trust (SNT), also known as Florida Special Needs Trust, is a unique trust designed to benefit an individual with a disability. Supplemental Needs Trusts can be broken down into two categories, third party and self settled. In a well-executed SNT, an unlimited amount of assets can…
Avoid Being Exploited Financially in Florida
As we age, it is very common to lose some of the wits you had when you were younger. Due to the growing number of senior citizens that are falling victim to financial abuse, careful estate planning is a necessity while you are still fully competent. Financial abuse of the…
Foreclosures in Jacksonville Florida
Foreclosure Lawyers in Jacksonville Florida have seen a significant increase in the number of Foreclosure cases in Duval County over the past several months. Many individuals who are currently going through loan modifications are seeing the banks file foreclosure cases on them as the same time as they try to…
Jacksonville Trial Attorney
A Jacksonville Trial Lawyer can be very helpful in the event that your dispute needs to go to trial. There are many different types of Jacksonville trial attorneys. The Law Office of David M. Goldman PLLC has Jacksonville Civil Trial lawyers as well as Jacksonville Criminal Trial Lawyers. We Deal…
Tips to Avoid Exploitation of the Elderly by a Family Member
The Trials and Heirs blog recently had an article about how to avoid exploitation of the elderly by a family member. They recommend 1 Getting Expert advise who knows the ins and outs of estate planning. I would also recommend using a Florida Estate Planning Lawyer who is familiar with…
2010 Annual Gift Tax Exclusion $13000
The IRS recently announced that the gift tax annual exclusion will remain unchanged in 2010 at $13,000 The yearly amount of the exclusion is based on the Consumer Price Index and has increased from $10,000 in 1997 to $13,000 in 2009 and 2010. As long as your gifts to an…
When Is It Time to “Service” Your Estate Plan?
If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to…
Is a lawyer required for a Florida Enhanced Life Estate Deed?
While in Florida a lawyer is not required to create a valid deed like a ladybird deed or Florida Enhanced Life Estate Deed it may be a good idea to have a lawyer or attorney review these specific document because of their propensity for errors and the bad or unexpected…