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In May, many of us are focused on celebrating moms as well as military veterans, but did you know that May also happens to mark National Elder Law Month? Take a look at the May issue of Laddey Clark & Ryan's Estate Planning and Elder law e-newsletter: https://bit.ly/3QAwXTP In this issue, we consider: * Senators Propose Boosting Seniors' Social Security Benefits * Could Medicaid Payback Rules Come to an End? * States with the Highest and Lowest Assisted Living Costs * Avoiding Property Tax Foreclosures for Older Adults * Be Aware of the Dangers of Joint Accounts * What is the Difference Between a Will and a Trust? * How to Get a Death Certificate After a Loved One Dies * What You Should Know About Prepaid Funeral Plans To subscribe to this free newsletter, click here: https://bit.ly/4b2GEmf

???? Honoring Our Veterans ???? This #VeteransDay, we honor those who served and protected our freedoms. One way to safeguard the legacy they've fought to build? A solid estate plan. Here are essential documents every plan needs: ?? **Trust** – Protect assets and manage them as you wish. ?? **Will** – Clearly designate who inherits your belongings. ?? **Durable Power of Attorney** – Choose someone to handle finances if you can't. ?? **Advanced Healthcare Directive** – Make medical wishes known to loved ones. Let's secure your legacy, too. DM "EP" for a free estate planning worksheet! ??? #EstatePlanning #Legacy

This Veterans Day, we honor the courage, dedication, and sacrifices of those who served. At Mortellaro Law, we are committed to helping veterans and their families secure a legacy that reflects their hard work and commitment to our nation. Did You Know? VA Benefits can offer valuable support for veterans needing long-term care. Yet, many eligible families aren’t aware of how to access them or how estate planning can help maximize these benefits. Our team is here to ensure that veterans receive every benefit they deserve—without losing hard-earned assets. Planning today for a secure tomorrow is one of the best ways to honor the legacy you built. ?? Contact us for a complimentary consultation about veteran-specific estate planning and asset protection strategies. This Veterans Day, take the first step toward preserving your family’s future! --- ?? Share if you find this helpful. ?? Tag someone who needs this. ?? Follow #MortellaroLaw for more. #VeteransDay #HonoringHeroes #EstatePlanning #LegacyProtection #VeteranBenefits #FloridaEstatePlanningAttorney

Roy Rogers said, "The greatest legacy we can leave our children is happy memories." Absolutely! But those cherished memories are best built on a foundation of security. For veterans and active military personnel, that security comes through thoughtful estate planning, including the potential benefits of a trust. Deployment and service can bring periods of uncertainty. A well-crafted trust can provide peace of mind knowing your family's financial needs are met, even if you're away or incapacitated. Here's how a trust can benefit you and your loved ones: Streamlined Distribution: Bypassing the lengthy and costly probate process, a trust allows for a smoother and more efficient distribution of your assets to your loved ones. This translates to quicker access to the financial resources they need during a difficult time. Tax-Saving Strategies: Depending on the type of trust you choose, you may be able to minimize estate taxes, preserving more of your wealth for future generations to enjoy. Peace of Mind: Knowing your loved ones have the financial resources they need, even during your absence or a period of incapacity, allows you to focus on serving your country and creating those cherished memories with your family. Don't let the challenges of deployment or future uncertainties overshadow the happy memories you create with your family. Schedule a consultation with us today to discuss incorporating a trust into your estate plan. We're dedicated to helping you build a secure foundation for a lifetime of happy memories. #veteranlegacy #militaryfamily #financialplanning #estateplanning #trusts

Roy Rogers said, "The greatest legacy we can leave our children is happy memories." Absolutely! But those cherished memories are best built on a foundation of security. For veterans and active military personnel, that security comes through thoughtful estate planning, including the potential benefits of a trust. Deployment and service can bring periods of uncertainty. A well-crafted trust can provide peace of mind knowing your family's financial needs are met, even if you're away or incapacitated. Here's how a trust can benefit you and your loved ones: Streamlined Distribution: Bypassing the lengthy and costly probate process, a trust allows for a smoother and more efficient distribution of your assets to your loved ones. This translates to quicker access to the financial resources they need during a difficult time. Tax-Saving Strategies: Depending on the type of trust you choose, you may be able to minimize estate taxes, preserving more of your wealth for future generations to enjoy. Peace of Mind: Knowing your loved ones have the financial resources they need, even during your absence or a period of incapacity, allows you to focus on serving your country and creating those cherished memories with your family. Don't let the challenges of deployment or future uncertainties overshadow the happy memories you create with your family. Schedule a consultation with us today to discuss incorporating a trust into your estate plan. We're dedicated to helping you build a secure foundation for a lifetime of happy memories. #veteranlegacy #militaryfamily #financialplanning #estateplanning #trusts

Over the past three years, I've witnessed a disregard for veterans' rights. We're told there isn't enough funding to provide: - Safe housing - Proper medical and psychological care - Long-term financial support - Effective job training - And much more... Meanwhile, our country allocates billions for ammunition and military supplies to support foreign causes. The issue is clear: millions of documented veterans struggle with addiction, depression, financial hardship, and homelessness. Many suffer in silence, unaware of the extent of our challenges. It's time for change. We served our country; now it's time for our country to serve us. I ask our nation's leaders: when will your own people become a priority? Patriotism starts at the heart of your own people. In the coming years, I aim to collaborate closely with Republican Party of Florida Office of US Senator Marco Rubio and Ron DeSantis Governor DeSantis to develop immediate and sustainable solutions for Florida's veterans and their families. With determination and faith, we can make a meaningful impact, and I pledge to do my part.

Have you tuned into the Advocacy Update yet? These short videos are a great way to stay plugged in with Military Officers Association of America (MOAA) and understand how we're working to protect YOUR pay and benefits every single day.

In our new Blog Post, we go through the history of Veterans Day ???? Thank you to all who serve?? Click the link ?? below ?????? to read the entire post. MLE Law Blog Post ??: https://lnkd.in/e_EAyS3U ????????????

Attention all advocates for veterans' rights! DAV stands in full support of S. 3452, the Fred Hamilton Veterans’ Lost Records Act. This crucial legislation aims to ensure that veterans, whose military records were tragically lost by the U.S. government, can still access the Department of Veterans Affairs (VA) benefits they rightfully earned. Click here to TAKE ACTION --> https://lnkd.in/eR7V4f_U Following the devastating 1973 fire at the National Personnel Records Center (NPRC) in St. Louis, which destroyed the records of nearly 16 million veterans, the VA established a regulatory process to assist those affected. However, S. 3452 seeks to expand this process to include all veterans whose records were lost by the VA or the Department of Defense. The passage of S. 3452 would be a monumental step forward in rectifying past injustices and providing much-needed support to our nation's veterans. By granting disability claims using alternative evidence such as previous medical disability exams or credible buddy statements, this legislation ensures that veterans are not unfairly burdened due to circumstances beyond their control. Please in advocating for S. 3452. Contact your Senators today and urge them to co-sponsor this vital legislation. Together, we can make a meaningful difference in the lives of our veterans, their families, survivors, and caregivers. Click here to TAKE ACTION --> https://lnkd.in/eR7V4f_U #SupportOurVeterans #FredHamiltonAct #VeteransRights #DAVSupportsS3452

Yesterday, Senator Jon Tester, Chair of the Senate Veterans Affairs Committee spoke to American Legion members about issues impacting our nations #veterans. As a staunch supporter of the GUARD Act, he spoke about the importance of protecting veterans from predatory and fraudulent actors and ensuring veterans disability benefits remain in the pockets of veterans - not publicly traded corporations profiting on our service members. I had the unique opportunity to speak with his staff prior and, during our discussion, I asked what they most wanted to see from our membership. I’m paraphrasing the answer, but essentially, they requested our membership contact the Senator’s staff more frequently and share their concerns. If you are concerned about The American Legion’s inconsistent messaging on fees-for-initial-claims, say that. If you’re concerned about access to burial plots, say that. If you’re concerned about concurrent receipt, say that. Today, Legionnaires have the opportunity to bring their states voice to The Hill and properly represent their communities. Don’t be afraid to have the tough conversations and don’t be afraid to ask the tough questions. Happy Advocating! ___________________ Not in DC? That’s okay! Take your concerns to local staff in your home state. That’s what they’re there for!! ?? #veteransaffairs #veteransbenefits #advocacy #foreignpolicy #veteransstrengtheningamerica #betheone