Category: Uncategorized

Yikes! Who did I list as Beneficiary?

Authored by Linda Chamberlain Reviewed and edited by Gregory Glenn 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… Read more »

New Florida Medicaid Policy effective in April

Authored by Linda Chamberlain 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 plaintiff’s primary complaint was… Read more »

Retiring Abroad

Authored by David Lillesand, Esq. Reviewed by Patricia Keyes, Esq. Are you considering retiring abroad? Below are some important issues to consider. First issue – if you are receiving SSI elderly or SSI disability, and you are outside the country for 30 days or more, you lose the benefits. However,  for those of us who… Read more »

A Florida Hero’s Story

Submitted by Jill Burzynski Reviewed by Walt Shurden While other Floridians have received the Medal of Honor, Robert R. Ingram is perhaps the only living current Floridian to have achieved this honor.  Robert Roland Ingram (born January 20, 1945 in Clearwater) is a retired United States Navy hospital corpsman third class and a recipient of… Read more »

2017 Could Be Your Worst Year Ever!

  Authored by Walt Shurden Reviewed by Mary F. Trotter January is the benchmark month where we tally up how we did last year and tweak what we are doing to make the next year better.  This casual type of planning assumes we are on a steady trajectory. But what if 2017 brings bad health,… Read more »

Will You Fall Trap to Prince’s Estate Planning Errors?

Prince Rogers Nelson was so popular that he was known to the world simply as Prince. He sold over 100 million records worldwide, making him one of the best-selling recording artists in history. Prince unexpectedly passed at the young age of 57 and left behind a personal estate valued between roughly 250-350 million dollars. What… Read more »