Attorney Elizabeth Allen at the Health Fair

  The firm’s elder law and estate planning attorney, Elizabeth P. Allen, attended the Health Fair at Unisen Senior Living in Tampa on May 6th. It was a well attended, informative and fun event.  Representatives from many businesses that assist seniors and their families were there.  Ms. Allen provided attendees with information concerning her estate […]

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Unique Planning Opportunity for Disabled or Chronically Ill Beneficiaries

There is good news for clients with family members or other beneficiaries who are disabled or chronically ill.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act was integrated into the Further Consolidated Appropriations Act of 2020.  The SECURE Act has been big news in the special needs planning community, as it carved out […]

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Handmade Quilts to Season’s Hospice

Elizabeth (Liz) Allen, one of the firm’s elder law attorneys, has several hobbies, one of which is quilting.  For several years she has made lap quilts to donate to the local hospice which gives them to their clients and families.  Liz’s hope is that the quilts help to make such a difficult time a little […]

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VA Pension Program Rules have Changed

Effective October 18, 2018, The VA made some major rule changes to its Pension Program. This is the program that provides financial assistance to eligible wartime veterans and their surviving spouses for long term care costs.  The changes include a maximum net worth limit, a three year look back period for transfers and penalties for […]

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