By Teresa Bowman | Published July 5, 2017 | Posted in Long Term Life Planning | Comments Off on Understanding Florida ABLE Accounts (Achieving a Better Life Experience)
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Understanding Florida ABLE Accounts (Achieving a Better Life Experience)
Understanding Florida ABLE Accounts (Achieving a Better Life Experience) Understanding Florida ABLE Accounts (Achieving a Better Life Experience) Beginning on July 1st, Florida special needs persons can now open ABLE accounts. These accounts were authorized in December of 2014, when President Obama signed The Stephen Beck, Jr. Achieving a Better Life Experience (ABLE) Act, a Read More
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November Is National Alzheimer’s Disease Awareness Month
November Is National Alzheimer’s Disease Awareness Month President Ronald Reagan designated November as National Alzheimer’s Awareness Month in 1983 – at a time in the United States when fewer than 2 million Americans were diagnosed with Alzheimer’s. Today, there are more than 5 million people with the disease. I am often consulted by families and Read More
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Top 3 Long Term Life Planning Mistakes
Top 3 Long Term Life Planning Mistakes Everyone, regardless of their assets, can benefit from a through long term life planning process. Not everyone sees the value of consulting with a professional when making what seem to be simple decisions to protect assets. However, there are many potential situations that you can avoid by checking Read More
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Choosing a Long Term Care Facility
Choosing a Long Term Care Facility When the time comes for your loved one, or you, to move to an assisted living or long term care facility you will want to visit several facilities to determine where you will feel most comfortable and your needs can best be met. There are specific options available for Read More
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Long Term Care Planning: The 4 Essential Documents You Need
Long Term Care Planning: The 4 Essential Documents You Need Anyone faced with care-giving responsibilities should have long term care planning documents that allow them to act on behalf of the ill or incapacitated person. Without such documents family members and even spouses can be prevented from accessing or managing financial accounts. It also gives Read More
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5.0/5.0Working with Teresa and her staff has been a very positive experience. At every turn she assisted us in making a very difficult situation more manageable. Her firm practices good communications, professional services, and is always willing to help ...
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Teresa has provided my husband and me total peace of mind with her intuitive understanding of our estate planning needs.
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5.0/5.0I have been lucky enough to work with Teresa and her team with several clients and find her service and advise to be consistently of the highest of standards. She is a pleasure to deal with and nothing is ever too much trouble for her. I cannot recom...
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Teresa is easy to talk to and is understanding of the situation brought to her. I would highly recommend her for your legal representative.
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Teresa and Paula have been helping us with setting up a POA and all of our mother’s paperwork and will be filing for Medicaid for her for us. They really are very helpful and explain things in laymen’s terms.
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