Many clients believe they do not have much of an estate. This may lead them to believe they don’t need to worry about an estate plan. Everyone has an estate whether modest or extensive; we all own something. Mistakenly, clients often believe the size of an estate determines if estate planning is necessary. In reality, the… Continue Reading
In Florida, a guardian is defined as a “person who has been appointed by the court to act on behalf of a ward’s person or property, or both.” A guardian is normally appointed by a court (unless a less restrictive alternative is available) when a judge determines that a ward lacks the capacity to “manage… Continue Reading
A quick search of the internet reveals no shortage of Free Power of Attorney Forms, Free Will Forms, and other fill-in-the-blank estate planning documents. With the rampant growth and availability of do-it yourself (DIY) legal market, it is worth taking a moment to evaluate the consumers’ best interest. Specifically with estate planning documents the consumer… Continue Reading
Many are confused by these two similar sounding federal health benefit programs. While they may sound similar, they are very, very different. Knowing the differences and the basics of what each program covers, and who is eligible, could save you, or a family member, lots of money. First the Basics: Medicare is a federal insurance… Continue Reading
Many of my clients have gone from the hospital to a rehab facility for a 100 days Medicare stay only to learn after day 21, 31, 43 or so on that Medicare coverage is ending because they are no longer improving, or have “reached a plateau” in progress. This meant they were now private pay,… Continue Reading
More often than not when reviewing a breakdown of a client’s current financial status during an initial long-term planning consultation, I find one or more annuities in either the asset or the income column. And, often the client isn’t sure what type of annuity they have or how the annuity might affect their ability to qualify for… Continue Reading
One of the most traumatic experiences that a family can have is when a family member passes away. Unfortunately, the trauma can be even worse if someone...
Elderly people work their whole lives to be financially secure when they retire. They will rely on that money to carry them through illness and other expenses...
On November 30th, the attorneys and staff of Boyer & Boyer, P.A. got together for Shoe Boxes for Seniors, one of our favorite holiday traditions. Shoe Boxes...
Thousands of Floridians were critically affected by Hurricane Michael. Homes were destroyed and lives were taken, but the legal community is doing everything they can to help...
The Veterans Administration (VA) published new rules that will make it more difficult to qualify for benefits like Aid and Attendance, a benefit that provides a cash...