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If your Medicare card has been lost, stolen, or damaged, you have three options to replace it: Call the National Security Hotline at 800-772-1213 You will need to provide your: Name as it appears [...]

In order to apply for Medicaid, you will need a current copy of your Social Security Verification Letter to confirm your gross benefit amount. These are sent to you in the mail each year. If you [...]

Stocks are considered a countable asset for Medicaid qualification. Sometimes, a Medicaid plan may involve liquidating stocks, and planning with the proceeds. If you need to liquidate your [...]

The recently enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act provides for a direct payment of up to $1,200.00 to most taxpayers.  As the IRS begins to send out these payments, [...]

The Four Criteria to Qualify for ICP Medicaid in Florida The Institutional Care Program (ICP) is a Medicaid program that helps Florida’s senior and disabled residents in nursing facilities pay [...]

It has become sadly more common in Florida for unlicensed individuals that have never obtained a law degree to offer Medicaid planning services to senior citizens. These individuals are [...]

A codicil is a document that supplements a Will that has already been created and is an estate planning tool that allows provisions to be made to said Will. People generally create a codicil to [...]

Today is World Elder Abuse Awareness Day. In Florida, with the growing senior population, elder abuse is an extremely prevalent social issue. Elder abuse can manifest itself in many forms, [...]

A qualified domestic trust (QDOT) is a marital trust utilized for the benefit of a spouse that is not a U.S. citizen. This type of trust allows a non-U.S. citizen who is married to a U.S. citizen [...]

Guardianship is the position of being legally responsible for an individual that is unable to manage their own assets and/or healthcare. As a guardian, the person that you have the legal [...]