You want ME to sit in the Waiting Room? It never ceases to amaze me how many clients show up with a friend, relative, or neighbor to meet with me to discuss their legal documents. We are often meeting about where the client wants their money to go upon their death. Who they want…
Make Mom Feel Special This Mother’s Day! Time spent with your Mom is always the best gift. Whether in person, via telephone, email, or a handwritten letter she can read over and over again – any of these will be gratefully enjoyed by your Mom. I miss my Mom on Mother’s Day and think back…
New Florida Medicaid Policy Effective in April A big Thank You to four Florida plaintiffs and their legal team (Attorney Nancy Wright, Disability Rights Florida, and Southern Legal Counsel) for negotiating a Settlement Agreement benefiting enrollees in the Home and Community Based Services (HCBS) of Florida’s Long Term Care (LTC) Managed Care Program. The…
5 Mistakes Professionals Should Never Make With Their Clients Mistake #1 Not Letting the Client Tell You Their Story How do you provide your best professional service without understanding the preconceived ideology your client brings to the table? Paying attention to what the client says, the vocabulary they choose to use, and the very essence…
Attorney Travis Finchum will be speaking at the 11th Annual Meeting of the Academy of Special Needs Planners in New Orleans, Louisiana on March 23rd through March 25th. Mr. Finchum will be speaking on Special Needs Trusts and How to Systematically Review a Client’s Situation to Provide the Best Advice. You do not want to…
How Do You Find the Right Caregiver? We obviously get calls every day at EasyLiving for home care, primarily from family members asking for help with their family members. As you can imagine, each call is different, each family has their own unique needs and circumstances. Similar to most other times in life, needing a…
Retired? NO! Restructured? YES! Some days my new schedule does feel like I have retired, and I love it. I’m not a big believer in a work/life balance. However, I did realize in 2015 that I needed and wanted to change my lifestyle. Many of you know the impact of losing a close…
Attorney Travis Finchum will be speaking at the Dade County Bar Association on Thursday, February 9th at 12:00pm. Mr. Finchum will be speaking about The A, B, C’s & 1, 2, 3’s of S N T’s (Special Needs Trust). You do not want to miss out on this very informative presentation! Location: Lawson E. Thomas…
Favorite Apps, Technology and Books for the over 50 Crowd! The Podcasts App (free) is by far my favorite App this year. I’ve become a little bit of a groupie and have my favorite podcasts I listen to literally every morning via my blu-tooth speaker while I shower and get ready for the day. Some…
Yikes! Who did I list as Beneficiary? Often when an Elder Law attorney meets with a client it includes discussing how the client may want their bank accounts, brokerage accounts, and other assets distributed at death. Many clients are surprised to hear beneficiary designations trump what they have listed in their Last Will and Testament.…