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…
DetailsYikes! 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.…
DetailsMEDICARE OPEN ENROLLMENT: HOW DO I DECIDE? Open enrollment for Medicare is October 15 – December 7 every year. This is your opportunity to review your current plan, coverage’s and costs. You need to determine whether to stay with your current plan or if you want to change to…
DetailsLegal Documents for Travel Plan Ahead We planned a trip to Vietnam over one year ago and are now on our way. While we are very excited, there also is a lot of curiosity about what we will experience when we arrive. Never having flown on such a long flight, I’m hoping that sleep comes…
DetailsI WANT MY CHILDREN TO BE EQUAL Clients often state when deciding who to name as their Agent under the Durable Power of Attorney that they would like their children to each be able to act. While that is a nice idea, it is often difficult, if not impossible to determine how your children will…
DetailsThere are so many differences between a Will and a Trust and their usefulness. Many books have been written explaining how and when to use a Trust instead of or in addition to a Will. One of the questions I get the most, “Do I have enough money to set up a Trust?” I follow…
DetailsFlorida Medicaid Long Term Managed Care Update It’s hard to believe it’s been 5 years since the initial implementation of the Statewide Medicaid Managed Care Long Term Care program (SMMC LTC). For those of you not acquainted with the program, the LTC program provides nursing facility and home based services to adults who meet the…
DetailsABLE Accounts (they are not “Trusts”) are coming to Florida July 1, 2016. ABLE United is Florida’s ABLE program and will start taking participants July 1. ABLE accounts can be very helpful and powerful tools for certain individuals with disabilities. Remember, to use an ABLE account the disability has to have occurred prior to age…
DetailsFlorida ABLE (to be called ABLE United) is scheduled to launch in June, 2016. A lot has occurred since we last posted on this subject earlier in the year. We have Policy adopted by Social Security in the form of a new POM, SI 01130.70. We have the point person for ABLE in Florida, Will…
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