Estate Planning: 5 Strategies To Start The Conversation With Our Aging Parents

Written by Shannon Miller, Esq. Reviewed by Kellen Bryant, Esq. Estate planning and advance directives can be difficult topics for our aging parents. Eileen’s story will outline how to get the conversation started. Eileen contacted me to discuss concerns about her aging parent’s estate plan. She had no idea what her parent’s assets were, how… Read more »

The Best Gift for the Graduate

Written by Linda Chamberlain, Esq. Reviewed by Walt Shurden, Esq. 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… Read more »

Elder Abuse Awareness Day in Florida

To download the official proclamation, please click here. The text of the proclamation: WHEREAS, Florida’s seniors are valued members of society, and it is our collective responsibility to ensure that they live safe lives; and WHEREAS, seniors should be treated with respect and dignity to enable them to continue to serve as leaders, mentors, volunteers,… Read more »

You want ME to sit in the Waiting Room?

Authored by Linda Chamberlain Reviewed by Walt Shurden It never ceases to amaze me how many clients show up with a friend, relative, or neighbor to meet with their attorney to discuss their legal documents. The client often meets about where they want their money to go upon their death. Sometimes about who they want… Read more »

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 »