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League of Women Voters Event On Guardianship And Elder Care Advocacy

By Firm News, Guardianship, Long-Term Care

Babette Bach will be speaking at a League of Women Voters event on Guardianship and Elder Care Advocacy. The event will be held at the Community Foundation of Sarasota (2635 Fruitville Road) at 11:30 a.m on Monday, June 26th, 2017. The event fee is $15 for members and $20 for non-members and you can RSVP by email: [email protected] and pay at the door.

https://www.lwvsrq.org/events/hot-topic-luncheon-2017-06-26/

 

Babette Bach to speak at the Friendship Center on: “How Would A Disability Upset Your Retirement Financial Planning?”

By Asset Protection Planning, Firm News

Babette Bach will be speaking at the Friendship Center, 1888 Brother Geenen Way, event at 2:00pm on Wednesday, May 17th, 2017.  The topic is “How Would A Disability Upset Your Retirement Financial Planning?”. In this hour long program Babette will discuss the necessity to plan for disability and guardianship avoidance. Additionally, she will discuss recent legislation regarding living wills and trends in other states towards compassion choice. For more information on this event, please go to: www.friendshipcenterforagingstudies.org. and click the following link to see the flyer for this event: fcas-may-2017-bach-wright

Florida Studio Theatre Event – April 10th, 2017

By Estate Planning, Firm News

Babette Bach will be one of the key speakers talking about end of life issues at the Florida Studio Theatre event entitled “Everything You Ever Wanted To Know About Death But Were Afraid To Ask”. This event takes place on Monday, April 10th, 2017 at 5pm in the Bowne Lab Theatre at FST. If you are interested in attending, please click this link or copy and paste it into your browser for more information:

http://conta.cc/2o5RBeH

 

 

 

Babette Bach Esq. Will Be a Guest Speaker at Event on March 31st, 2017

By Firm News, Health

Attorney Babette Bach, Esq. will be a keynote speaker at an event at JFCS of the Suncoast entitled “A Legal & Financial Presentation & Discussion with The Alzheimer’s Association & Babette Bach, Esq”. This event will take place on March 31st, 2017 from 10:30am to 12:00pm and is presented by the Alzheimer’s Support & Education Network. Please see the event flyer and call 941-364-7508 for more information.

caregiver-education-march-2017

 

 

Alert To New IRS Phone Scam

By Firm News, Tax Law

If you have recently received a computerized call or a call from a real person stating that you are being investigated for tax fraud and asking you to call a specific telephone number, chances are this was a scam call to try to trick you into providing a criminal with your personal information and ultimately trick you out of your money. This has been happening to numerous people across the country so please be on alert and do not give up your personal information over the telephone no matter how convincing the caller sounds.
There are some points you can consider to help you to identify whether an IRS caller is a fake. Remember that the IRS will NOT:

1. Call to demand immediate payment, nor call about taxes owed without first having mailed you a bill.
2. Demand that you pay taxes without giving you the opportunity to question or appeal the amount they say you owe.
3. Require you to use a specific payment method for your taxes, such as a prepaid debit card.
4. Ask for credit or debit card numbers over the phone.
5. Threaten to bring in local police or other law-enforcement groups to have you arrested for not paying.

Things you can do if you suspect you have been a victim of an IRS telephone scam:
Contact the IRS office at 1.800.829.1040.
Contact the Treasury Inspector General for Tax Administration (TIGTA) to report the call. Use their “IRS Impersonation Scam Reporting” web page or call 800-366-4484.
Report it to the Federal Trade Commission. Use the “FTC Complaint Assistant” on FTC.gov.

Please share this information with friends and family to ensure that they are also on alert especially if they are elderly and particularly vulnerable to scams of this sort.

Attorney Fred Jacobs is Florida Board Certified in Tax Law. Call Bach & Jacobs at (941) 906-1231 to schedule an appointment with Fred if you have any questions.

Survey on Transportation and the Elderly in Sarasota County

By Elder Law, Firm News

A local non-profit is working in tandem with the county government to administer a survey evaluating the transportation challenges of seniors (65+) in the community.

The survey, done in partnership with Sarasota County Openly Plans for Excellence (SCOPE), Sarasota County Department of Health and Human Services, and the Seniors Advisory Council, is available online at https://www.surveymonkey.com/r/TransportationSarasota. If you do not have Internet access, please contact SCOPE to receive a printed version of the survey.

It takes approximately 10 minutes to complete the survey, and once you have finished the survey, you are eligible to win one of 10 $25 gift cards to Publix. The survey will ask for your address and phone number.

The responses to the survey are kept anonymous.