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…
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…