Category Archives: Legal and Financial

Financial Review: 5 Documents to Start the Year Strong

Financial Review: 5 Documents to Start the Year Strong

2022 is winding down and the holidays are upon us. These last few weeks are an ideal time to reflect on our accomplishments in the past year and think about the opportunities the new year will bring. Going into the New Year strong is on everyone’s list of resolutions, so how do we put our…

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Medicaid Planning vs Medicaid Crisis: Preparing for Assisted Living

Medicaid Planning vs Medicaid Crisis: Preparing for Assisted Living

Aging is an expensive proposition. And as we age, we discover that aging isn’t just about getting older. It’s about getting wiser, applying lessons learned in life, and leaving those we love with a well-documented plan that outlines our wishes to relieve them of undue burden. Today’s senior population is largely the self-proclaimed hippies and…

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Simplifying Guardianship

Simplifying Guardianship

As Americans, we are guaranteed certain freedoms and rights by the Constitution of the United States and, in Florida, the Constitution of the State of Florida. Guardianship is a complex situation that removes these rights from individuals who have been determined incapacitated by a court. It is a process that is not taken lightly. There…

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Aid and Attendance: Claiming Your Veterans Benefit

Aid and Attendance: Claiming Your Veterans Benefit

The VA Aid and Attendance benefit provides monthly payments added to the amount of a monthly VA pension for qualified Veterans and survivors. This pension benefit requires a specific application process and is best handled by a VA-accredited attorney. It is essential that the application be handled properly and in a timely manner. Who is…

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