Attorney Travis Finchum will be speaking at the Florida Guardian ad Litem Program on Friday, May 4th at 12:45pm at the Rosen Centre Hotel in Orlando, Florida. His presentation topic will be regarding the 2018 Updates on Special Needs Trusts and ABLE Accounts. You will find below Mr. Finchum’s PowerPoint presentation and a couple of…
Attorney Travis Finchum will be speaking at The Francis in Sarasota on Thursday, April 19th. His presentation topic will be regarding the Status on Special Needs Trusts and The Future of ABLE Accounts. You will find below Mr. Finchum’s PowerPoint presentation and a couple of informative handouts that he will be discussing at the event. …
Does Your Power of Attorney allow the Agent to establish a Qualified Income Trust? Several times a year I will meet with clients that have a Power of Attorney that does not specifically provide authorization for the Agent to establish a Qualified Income Trust or any other type of trust. Unfortunately for those clients whose…
Medicaid Income and Asset Limits for Long Term Care updated January 1, 2018 Each year under Federal and State Law the Income and Asset limits determining Medicaid eligibility are updated. SSI (Supplemental Security Income) programs include Medicaid programs for individuals that are 65 years or older or disabled. The Financial Standards list is available at:…
Wait…A Robot is Doing My Surgery? For several years I have had medical symptoms leading my physician to recommend a complete hysterectomy. My family medical history, my Mom having uterine cancer and then dying from ovarian cancer intensified my physician’s concern and recommendation. My surgery was completed in a little less than 2 hours by…
I recently had another discussion with a family with an adult son with autism. I find that I’m telling many of these families the same thing over and over again, so thought I would share on this blog what I typically follow up with for families. In this case the adult son with autism is…
Attorney Charlie Robinson was recognized on Friday, June 23rd in Boca Raton by the Florida Bar for his 50th year of outstanding membership and practice! Congratulations Charlie!
The Matchbook Crisis Many of you know I have been trying to get organized for over the last year. It sounds pathetic that I am still struggling on getting this done. It is amazing how life conveniently throws stumbling blocks right in your way. Throwing stuff away has been a little harder than I imagined. …
I love my mother-in-law and most days even like her. We’ve known each other for a little over 38 years now. I was so nervous to meet her and remember vividly my first visit to her home in Ohio. It was July 4th weekend and a crazy time for me. I had just graduated…
The Best Gift for the Graduate It’s a very exciting time in the graduates’ life with new experiences coming their way. The one gift every graduate should receive is a consultation with an attorney for estate planning. Your first reaction is probably thinking I’m nuts for recommending estate planning because the graduate in your…