Attorney Travis Finchum will be speaking at Carwise Middle School on Thursday, May 10th at 5:30pm. His presentation will be regarding Wills, Trusts, Medical Decision-making, and Financial Decision-making. You will be receiving a plethora of new knowledge that will help assist you in making the best possible decisions for you and your family. It may…
DetailsAttorney 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…
DetailsAttorney 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. …
DetailsDoes 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…
DetailsMedicaid 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:…
DetailsWait…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…
DetailsI 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…
DetailsAttorney 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. …
Details
