Love your Pets?  Consider a Pet Trust in You Estate Plan

Studies show that more than 62% of Americans have a pet in their home.  And of them, 90% believe their pets to be a part of the family.  If that is you, have you considered making provisions for your pets in your estate plan?  A Pet Trust is a great way to assure your pet is not abandoned or overlooked, but loved and cared for if youa re not there to care for them.


Join us for the Walk to End Alzheimer's on November 1st

The walk is the major event to raise awareness and funds for Alzheimer's care, support and research.  All of which are sorely needed. We supported this year's Walk to End Alzheimer's in Clearwater on October 25th and will be in Tampa on November 1st. To join us, please go to the website at www.alz.org/flgulfcoast/ and sign up as a walker or to make a donation to this worthy cause.  


It's Medicare Open Enrollment Time

It's that time of year again -- time to reassess whether your Medicare plan is working for you and to jump ship if it isn't. Medicare's open enrollment period runs from October 15 to December 7.


Read More
Elderly Couple May Be on the Hook for Adult Son's Medical Bills

An elderly Pennsylvania husband and wife are being asked to pay their deceased adult son's medical bills under a law making family members responsible for a loved ones' unpaid bills. 


Read More
Medicare's Nursing Home Rating System Is Misleading, NY Times Finds

From hotels to movies, a five-star rating denotes top quality.  But this is not necessarily the case with nursing homes, according to a recent New York Times investigation. 


Read More
Even Annual Exclusion Gifts Are Counted by Medicaid

Many people believe that if they give away an amount equal to the annual gift tax exclusion -- which is currently $14,000 to any one individual -- this gift will be exempted from Medicaid’s five-year look-back at transfers that could trigger a wa

Read More