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Dear Estate Planning Clients:

We are aware of the current fear and uncertainty surrounding the coronavirus (COVID-19) especially for our older clientele, and our younger clients who fear passing the virus to older or fragile family  members. We are doing our part to avoid any unnecessary contact with clients and all future appointments will be by phone or webcam Read More

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What is in a letter of intent and Why is it Important?

If you are a parent of a special needs child, minor or adult, and you want to make sure your child’s care, and day to day life continues with as much normalcy as possible at your death, you should consider writing a letter of intent. A letter of intent is a set of instructions outlining Read More

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Is it Time for Gift Giving?

As we enter December, most of us begin thinking about giving gifts to those we love. Although retail stores have bombarded us with holiday decorations since October, once December rolls around it’s time to get serious. Many of my clients consider gifts of cash to their adult children taking advantage of the annual exclusion allowed Read More

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Dementia, Alzheimer’s, and Incapacity- What’s the Difference?

Getting a diagnosis of dementia or Alzheimer’s can be devastating for a family.  In the past people were just labeled “old” or “forgetful”. It wasn’t discussed much as I remember growing up, but a lot has changed. These days dementia and Alzheimer’s is pretty much a topic you hear about, read about, and talk about Read More

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Conversations 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

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Caregiver Stress- A Caregiver Story

About a year ago a very nice couple came to see me to discuss long term care planning. Both were dressed nicely and as I introduced myself, the husband told me that his wife had dementia so she might not understand everything being said during the meeting. She was very pleasant and said hello and Read More

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2019 Medicaid Numbers

The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. In 2019, the spouse of a Medicaid recipient living in a nursing home (called the “community spouse”) may keep as much as $126,420 Read More

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Summary of Changes to the VA Pension Eligibility Rules

On October 18, 2018, new rules regarding eligibility for VA pension were implemented by the Department of Veterans Affairs (VA). The new rules are quite comprehensive, however, they also provide more opportunities to qualify for these important benefits. The major changes are outlined below. Lookback and penalty period. There is now a look-back period of Read More

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Why Do I Need an Elder Law Attorney for Medicaid Eligibility?

Just this week I received two emails from prior clients with issues related to a Medicaid application filed by a non-attorney. In both cases, I can help correct the errors, but the errors would not have been made if the person filing the application had advised the person to seek the counsel of an elder Read More

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Heading Into Hurricane Season

As we head into hurricane season, its important to be prepared in the event you need to evacuate your home. A lot of us were scrambling last year when hurricane Irma hit central Florida. I’ve read accounts of this same thing happening for those affected by the raging fires, so being prepared for any type Read More

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Awards & Achievements
Reviews & Ratings
  • google
    5.0/5.0

    I 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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    rob galkoff

  • google
    5.0/5.0

    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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    Theresa Wheeler

  • google
    5.0/5.0

    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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    Beth Williams

  • google
    5.0/5.0

    Great team to work with. Questions answered in layman's terms!

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    Rita Zuchelli

  • lawyers
    5.0/5.0

    Teresa Bowman and her entire team were very easy and pleasurable to work with. Every question was answered in an non-condescending manner and discussed thoroughly in layman's terms.

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    Client

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