Free Educational Seminars on Elder Law

Join Us For An  Upcoming Seminar Keeping it Simple:  Elder Law 101™ – The Four “Must Have” Legal Documents – Planning for Long-Term Care (Medicaid) – How You Can Protect Your Residence – How to Protect Your Life Savings Wednesday, May 30 12:00 – 1:30 PM (Lunch will be served)   Billy’s Beach Café 222… Read More »

Am I Eligible for Community Medicaid ?

OK, you have done your Google search.  You read about Community Medicaid but you don’t believe that your loved one qualifies because they have too much money in the bank, their income is too high, or both. In order to be eligible for Medicaid Home Care (Community Medicaid) services you must meet the following criteria:… Read More »

Does Social Security Recognize a Power of Attorney?

Social Security and Supplemental Security Income (SSI) benefits are incredibly important for many senior citizens and individuals with special needs. It can be devastating if there is a disruption in these benefits of any kind. In order to avoid disruption or mitigate any issues regarding these federal payments, it is important to make sure that… Read More »

What is a Living Will?

A living will is a document that sets forth your wishes concerning the extent of medical care you want to receive. It operates during your lifetime if you become unable to communicate your wishes at the time a healthcare decision must be made. For example, many people direct that if they are in a permanent… Read More »

IRS and Department of Treasury to Withdraw Regulations Restricting Tax and Estate Planning Options

On October 4, 2017, the U.S. Department of the Treasury announced that it is recommending the complete withdrawal of the proposed regulations under Section 2704 of the Internal Revenue Code, which would have placed restrictions on liquidation of an interest for Estate, Gift and Generation-Skipping Transfer Taxes had they been adopted. These regulations, which were… Read More »

3 Reasons to Avoid Probate

When a person dies, his or her estate may need to go through probate. If the decedent leaves a will directing how his or her property should be distributed after death, the will must be submitted to the probate court so that it can be approved as a valid document. During this process, all of the… Read More »