By Teresa Bowman | Published October 15, 2019 | Posted in Estate Planning | Comments Off on Is it Time for an Estate Planning Checkup?
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Is it Time for an Estate Planning Checkup?
As the year moves into fall and 2020 looms closer, it may be a good time to consider an estate planning checkup before the year ends. A thorough review of your estate plan should happen every 5 years or so, or sooner if there have been significant changes in your life. Such changes might include Read More
Read MoreConversations You Should Consider Having with Your Adult Children
As we age it’s a good idea of start thinking about tidy’s up our lives. I’m not taking about “Marie Kondoing” your home. (If you don’t know who she is, well then think about Mary Poppins and her idea of clean). No, I’m talking about putting things in order so that if we need help Read More
Read MoreWhen a Child Legally Becomes an Adult: A Parent’s Right to Stay Informed
When a Child Legally Becomes an Adult: A Parent’s Right to Stay Informed When your child was under the age of 18, and before he or she became an adult in the eyes of the law, it was easy to get information from their school, teacher, the school nurse, and to speak to your child’s Read More
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Florida Protected Homestead and Medicaid
Florida Protected Homestead and Medicaid The Omnibus Budget Reconciliation Act of 1993, which amended the Social Security Act, requires every state to recover against the estate of any Medicaid recipient, the sum of money paid out on the recipient’s behalf prior to death. When an estate is opened, if there are no liquid assets to Read More
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5.0/5.0Making end of life plans is never easy, but Teresa Bowman and her staff were efficient and compassionate. I highly recommend them for eldercare planning.
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5.0/5.0I have been a client of Teresa Bowman for several years and feel so secure knowing I can rely on her and her associate, Rachel Schadt, to guide me through the many legal issues involved with estate planning and my care as I get older. I feel confide...
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5.0/5.0
Her office was very competent in handling our problem with finding treatment for a 100 year old woman who needed financial and health care with living arrangements.
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5.0/5.0
I can't say enough good things about Teresa and her office. Mom had a tragic fall in Ohio and we had to air ambulance her to Florida. All of the Ohio documents had to be redone. From the initial meeting, she and her office were very thorough, orga...
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5.0/5.0
Our family experience with the Teresa Bowman practice has been exemplary! Professionalism and empathy beyond words. A personal and professional gift at this time in our world and our immediate family lives. Gratitude and confidence shall be ongoing!
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