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Understanding Florida ABLE Accounts (Achieving a Better Life Experience)

Understanding Florida ABLE Accounts (Achieving a Better Life Experience) Beginning on July 1st, Florida special needs persons can now open ABLE accounts. These accounts were authorized in December of 2014, when President Obama signed The Stephen Beck, Jr. Achieving a Better Life Experience (ABLE) Act, a federal law allowing each state to establish a program […]

November Is National Alzheimer’s Disease Awareness Month

President Ronald Reagan designated November as National Alzheimer’s Awareness Month in 1983 – at a time in the United States when fewer than 2 million Americans were diagnosed with Alzheimer’s. Today, there are more than 5 million people with the disease.

I am often consulted by families and caregivers who experience the disease every day. While […]

Long Term Care Planning: Use of Family Agreements

The use of family agreements in long term care planning is a constant in my practice for several reasons. First of all, I want all parties involved to be aware of the issues (especially those involving money) and have a chance to comment or voice concerns up front. Secondly, since long term care planning often […]

Top 3 Long Term Life Planning Mistakes

Everyone, regardless of their assets, can benefit from a through long term life planning process. Not everyone sees the value of consulting with a professional when making what seem to be simple decisions to protect assets.  However, there are many potential situations that you can avoid by checking the facts and working with an estate […]

Choosing a Long Term Care Facility

When the time comes for your loved one, or you, to move to an assisted living or long term care facility you will want to visit several facilities to determine where you will feel most comfortable and your needs can best be met. There are specific options available for Memory Care, Skilled Nursing, or general […]

Long Term Care Planning: The 4 Essential Documents You Need

Anyone faced with care-giving responsibilities should have long term care planning documents that allow them to act on behalf of the ill or incapacitated person. Without such documents family members and even spouses can be prevented from accessing or managing financial accounts. It also gives peace of mind that someone can act for you. By […]