We have five seminars that our attorneys are presenting at this month and next! Bankruptcy Updates: COVID-19 Changes to the Bankruptcy Code – The Consumer Bankruptcy Reform Act of 2020, April 26, 2021 SD FL Student Loan Program Virtual Workshop, May 10, 2021. Unpacking Medicaid Planning for the Non-Planners, April…
One of our attorneys, Ha Dao, presented a webinar for CPA Academy recently on the Financial Impacts of Long-Term Care and Cognitive Decline. It was very enlightening what financial advisors saw regularly in their practice: Being taken advantage of by a family member was the most reported problem seen by…
The most important thing about being a POA is to sign as POA! If you are assisting an elderly person with his or her finances, including contracting with vendors for services, such as home health services, assisted living arrangements, under a durable power of attorney, you must make clear to…
Dementia may cause major financial problems long before diagnosis – this was the headline in a recent Washington Post article. Often, family members are the first to notice something awry. The signs could include things like missing critical medications, or putting last night’s leftovers in the toaster oven or microwave…
When creating a Power of Attorney, a lot of people simply download a form off the Internet, or use an old family form that may have been created decades ago. Simple things can make a world of difference. I spoke with a health care professional awhile back and she emphasized…
Don’t forget to register and put tomorrow’s (9/1/20) TBBBA consumer Zoom lunch at noon on your calendar. An attendee link was blasted out to all Tampa Bay Bankruptcy Bar Association members. This month we have Ha Dao and Barbara Leon presenting: The Intersection of Bankruptcy and Estate Planning: How to…
PROBATE COULD BE HELPFUL! Most discussions about estate planning involve probate avoidance. Most folks are familiar with the myth that “avoidance of probate” should be the number one estate planning goal. But is it so terrible that your assets have to go through probate? These are the reasons why…
WILL OR TRUST: HOW TO TELL THEM APART. People are often confused about whether they need a will or a trust. The following list helps you to understand their differences, but you should consult an attorney to make sure that one of these devices is appropriate for your set of…
I’ve noticed a great deal of anxiety about people who have put off getting essential documents in place: Durable powers of attorney, medical surrogate, living wills, regular wills and trusts. This includes not only POAs and medical care decision making, but also planning ahead for advice to protect hard-earned assets…