Legal Issues
Legal Matters
At Bob Decker & Associates, LLC we are not attorneys. However, we share a relationship with Robert Nordstrom, Esq. who specializes in the area of Elder Law. Because of our extensive expertise in the area of senior long term care issues (Veterans Benefits, Medicaid, etc.), attorneys frequently refer their clients to us for financial guidance. We call on Mr. Nordstrom's expertise when particular documents are necessary such as wills, living wills, powers of attorney, and trusts. Most estate planning issues evolve around money. The legal documents actually play a very small, but important, role in the overall estate plan. Most of our focus is usually on obtaining funding for care, protecting assets such as savings and homes, avoiding investment risks, taxes, qualifying for Medicaid, Veterans Benefits and minimizing the cost of long term care. Many people do not realize how the various financial issues are interrelated. It would be difficult to do an effective estate plan without considering how income, assets, taxes, Medicare, Medicare Supplements, Medicaid, wills, trusts, long term care expenses all effect each other. Furthermore, older adults have to deal with multiple government agencies that frequently conflict with each other. It becomes very difficult to navigate between Social Security, Medicare, Medicaid, the Internal Revenue Service, Probate and the Veterans Administration. Something that might be permissible by one agency will penalize you in a different agency. Bob Decker & Associates, LLC has the expertise to guide you through the maze of government agencies to your best advantage. Call us at 727-322-6400 or 1-800-913-9660. We can help.
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