Author Archives: Jay Butchko
Florida Doesn’t Let in Terrorem Clauses Intimidate Heirs
Even if you spent your entire life making financial decisions based on what other people want, your will is your chance to distribute your money the way that you choose. You can disinherit as many relatives as you wish, and it is up to you whether you tell them, during your lifetime, that they… Read More »
Buying a House After Retirement
Your dream has always been to move to Florida when you retire. You first set the intention to retire to Florida when you visited the Sunshine State during a Spring Break trip in college, and you have never deviated from it. Time flies, and you are ready to retire, but your financial plans have… Read More »
You Are Less Prepared for Long-Term Care Than You Think You Are
It was a lifetime ago, but your fellow graduating seniors chose well when they voted you most conscientious in your high school graduating class. Nearly fifty years hence, you have written your will and reread it every year on New Year’s Day. You updated it when major changes occurred, like when your grandchildren were… Read More »
The Bucket List After Party Set List Launch Party Hangover Cure
Preparing for retirement might make you feel old; by the time you reach your 60s, the reminders that you are no spring chicken are everywhere. You get mail from the AARP and advertisements for Medicare plans. The obituaries in the local newspaper are for people not much older than you, and people younger than… Read More »
Can Relatives Take Advantage of an Elderly Person Through Borrowing?
Money troubles can affect anyone, and when loved ones face financial difficulties, many feel compelled to help. However, this situation becomes particularly concerning when elderly individuals become the source of these funds. A recent survey by CreditCards.com revealed that 42 percent of people who lent money never received repayment, with Baby Boomers and Gen… Read More »
Protecting the Elderly Against Scams
Last year, 79-year-old Leslie Fumega received a disturbing call. Someone claiming to be with local police and the FBI told her that her identity had been stolen. To protect herself, the supposed “FBI agent” instructed her to withdraw cash in amounts of $10,000 to $20,000 and mail it to a “secure location.” Over six… Read More »
Protecting Your Loved One from Elder Abuse in Florida
When someone is placed in hospice care, they are often at their most vulnerable—physically, emotionally, and financially. A recent case in Tampa has once again revealed just how easily that trust can be violated. Deputies from the Hillsborough County Sheriff’s Office arrested a home health assistant who was supposed to help an elderly hospice… Read More »
Steps to Take In Elder Financial Abuse Cases
Earlier this year, a Florida caregiver was arrested after draining thousands of dollars from the bank account of a 91-year-old woman under her supervision. The caregiver used forged checks and unauthorized withdrawals to support her lifestyle while the victim, completely unaware, continued living with complete trust. When the woman’s niece began reviewing bank statements,… Read More »
The Importance of a Living Will for the Elderly
An AARP survey revealed that while over 80% of older adults recognize the significance of end-of-life planning, only 33% have actually created a living will. This disconnect leaves millions of American seniors without clear directives for their medical care when they might need them most. At The Law Office of Laurie R. Chane, we… Read More »
What Ways Can You Effectively Manage a Loved One’s Finances?
More than 38 million Americans provide care for loved ones, with financial management being one of the most critical responsibilities. Taking over someone else’s finances can happen gradually as you notice unopened bills piling up or suddenly after a medical emergency. At The Law Office of Laurie R. Chane, we see Dade City families… Read More »
