The Trump administration’s push to downsize the federal government has resulted in several changes to the Social Security system, long considered the “third rail” of American politics. The latest change, initiated by Musk’s Department of Government Efficiency, has sparked particularly…
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If your hospital stay was reclassified from inpatient to observation status, leading to denial of Part A coverage for post-hospitalization skilled care, you can now file a retroactive appeal. Post-hospitalization denials dating as far back as 2009 may be appealed. The…
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Our Snowbird clients are getting ready to leave Florida and head North. Whether this is your first year as a seasonal resident or you have made this round trip many times, check out the tips below. These preparations will…
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Who are the death beneficiaries for your assets? Many of us forget to keep track of beneficiary designations as time goes by. However, keeping designations current is critical to ensure that the right people inherit your assets. That is why…
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Beginning January 2025, the final rule is in effect for non-spouses who inherit a qualified plan (IRA, 401k, 403b, 457). If you plan to pass down a qualified plan or expect to inherit one, read on for details. Background The…
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Nothing illustrates a general principle better than a real-life example. In this post we give you the example of Bitetzakis v. Bitetzakis. It demonstrates why your estate planning documents should be created by, and their signing supervised by, an experienced…
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This post brings you up-to-date on recent developments regarding the MV Realty scam. Attorney Joseph Karp alerted the Florida Attorney General to the scam when he discovered that an elderly client had signed what he considered to be an unconscionable…
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According to the U.S. Department of Health and Human Services, if you are 65 now, you have a 70% chance of needing some form of long-term care in the future. Long-term care could be an at-home caregiver, adult day care,…
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We are often asked if Medicaid nursing home benefits can be transferred to Florida from another state. Usually the question comes from an adult child who wants to bring a parent to Florida so that the parent can get more…
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If you use the internet – and if you are reading this, clearly you do – chances are you have been the target of a tech support scam at some point. It goes like this: You get a call, email,…
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