Jacksonville Elder Law and Estate Planning Attorney Blog

Credit Shelter Trust Still A Valuable Estate Planning Strategy

Some estate planners have suggested that portability makes it unnecessary to continue to draft estate plans that include credit shelter trusts. This reported demise of the credit trust reminds me of Mark Twain’s famous observation, after his obituary had been mistakenly published by the New York Journal, that “The reports of my death are greatly […]

Read the full article →

Florida Nursing Home Myth #1 – Medicaid Spenddown of Assets

Asset Protection Strategies for Seniors

I have recently heard from a couple prospective clients that have been advised from social workers, nursing home administrators, and even Florida elder law attorneys that you have to spend all your assets down to $2000 (for a single person) on nursing home care before you can receive Medicaid benefits to pay for nursing home care. In other […]

Read the full article →

Federal and Florida Government Websites Makes Nursing Home Comparisons Easier

Caregiving Tips

The federal government recently overhauled one of its web services to help families better evaluate nursing homes. If you and your family are screening nursing homes for a loved one, then you already know what a daunting process it can be. It may just be a little easier now with the federal government’s newly-revised Nursing […]

Read the full article →

What Florida Residents Should Know about Combined Life Insurance Policies and Long-Term Planning

Asset Protection Strategies for Seniors

Sales of insurance policies that combine long-term-care with other forms of insurance are booming. But before buying, it’s important to understand the possible drawbacks.

Read the full article →

5 Ways to Protect You and Your Family from Power of Attorney abuse under Florida law

Asset Protection Strategies for Seniors

This is a follow up to my post from a couple days ago about power of attorney abuse and banks being weary about taking power of attorneys documents when dealing with accounts. Good, consistent estate planning is the key in protecting yourself from elder abuse and power of attorney abuse in Florida. With consistent estate […]

Read the full article →

← Previous Entries

Next Entries →