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Moving Tips for Seniors by Lauren Berkowitz, Cheerful Transitions

Daunting. Overwhelming. Frustrating. The thought of moving almost always evokes these negative feeling when people consider the myriad tasks involved. No matter your age moving is always stressful. For older adults relocating is all the more challenging since they are usually downsizing into a smaller apartment, condominium or senior living community. Often there is no…

Welcome to May 2019 National Elder Law Month-Florida Medicaid Changes

Do you have an aging relative who needs long-term medical care for a  chronic illness? Is your loved one living at home, in an assisted living facility or a skilled nursing home? Are you concerned about how to pay for their medical expenses? If you answered ‘yes’ to any of these questions you need to…

Don’t Leave for Summer Vacation Without Your Estate Plan!

There’s no better time than summertime – rest, relaxation and seeing the world. You’ve waited all year for your vacation. You’ve got your passport, the pet sitter is confirmed but wait- do you have your estate & incapacity plan in place? If you do is it so old it needs to be updated to meet…

When You Have that Uh-oh Moment

There is nothing worse than obtaining a great settlement for your client at mediation and then realizing that your client is not competent to accept the settlement and sign the necessary release and other documents. It can take 4-6 weeks to complete the incapacity phase of a mental health proceeding and have the Court appoint a…

Climate Change may Cause us to Rethink Prepping for Hurricanes and Consider Working with a Public Adjuster

Public Adjusters are licensed and insured professionals who assist policyholders with their insurance claims.”Public Adjusters stand up for policyholders.” They know and understand how to evaluate the damages, caused by many different forms of losses that can occur to a person’s home or property; they understand how insurance policies work. From pipe-breaks to hurricanes, sink…

New VA Rules for Pension and Aid & Attendance Can Affect You

If you have met with me for a consultation to discuss long term care planning during the last three years, you have heard me mention that the VA was proposing changes to its eligibility rules for need-based programs such as pension and Aid & Attendance.  These VA monetary benefits are paid to veterans and/or their surviving spouses to supplement…