South Florida Estate Planning News
Recent Posts and Articles
Understanding the Four C’s of Elder Law Ethics
There are several reasons why lawyers need to meet with your family member or friend alone for at least a part of the case evaluation process, so please don’t be alarmed or offended if you are asked to leave the room.
Read More
A Year Of Covid, The Challenges And The Triumphs
You should be proud of yourself for any degree of victory that you have accomplished during these times, it wasn’t easy!
Read More
Snowbirds to get Florida Covid Vaccine
When it comes to the vaccine for COVID-19, snowbirds are equal to the rest of us.
Senior visitors spending the winter in Florida, (including some just entering the state looking for the vaccine?) along with seniors who live in the state full-time and those with medical conditions, can get the vaccine here.
Read More
How to Celebrate Holidays with Seniors 2020
Although we really want a big family celebration where we can all celebrate the holidays together, that might not be the best idea right now. Many families are understandably trying to find other ways to be able to connect with our silver-aged loved ones during the holidays.
Read More
End of Year Taxes and Charitable Donation
As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, Congress created a one-time $300 charitable deduction for people who do not itemize on their tax returns. To qualify, you must give cash (including paying by check or credit card) to a 501(c)(3) charity. G
Read More
Its Medicare Advantage Season
Now is the annual opportunity to change medicare coverage. From Oct. 15 until Dec. 7, enrollees can shop Medicare’s marketplace for the prescription drug and Advantage plans offered by commercial insurance companies. They can also switch between fee-for-service original Medicare and Advantage.
And they will have plenty of choices: Next year, the typical Medicare enrollee will be able to choose from 57 Medicare prescription or Advantage plans that include drug coverage, according to the Kaiser Family Foundation.
Seniors Starting Businesses for their Contemporaries
Many entrepreneurs are successfully navigating new opportunities in serving their own peers.
Specifically, the article discusses the new career of “Patient Advocates” for the Elderly who are helping the adult or “sandwich generation” children navigate the complex and, sometimes horrific, medical system.
Read More 13 Estate Planning Terms You Need to Know
Estate planning is not just for the wealthy, it is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes so you can pass more wealth onto your family members, and stating how and to whom you would like to pass your estate on to when you pass away.
Read More
The Future of Eldercare is Bright
An organization called Hogeweykh is spreading the initiative to support all elderly individuals in living their best lives “with and despite their limitations due to dementia” with their care concept.
Read More
What I’m Learning
My goal of a client centered law practice of Estate Planning, Elder Law, Probate… philosophy is premised on empathy first and foremost, the ability to empathize with someone who has lived experiences different from mine.
Read MoreGet The Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
