7 Unexpected Tips for a Successful Estate Plan
As you think about planning for the future have you thought about creating an estate plan? Are you concerned about the welfare of your family? Are you concerned with your own welfare if you become incapacitated? Would you like to leave a legacy behind when you pass...
Can Poor Florida Estate Planning Hurt Your Child’s Future?
Can poor Florida estate planning really hurt the future of my children? Yes! Right now you provide for their every need. When you think of all the things you do for them on a weekly, if not daily basis, it may surprise you to learn that it is not enough because, what...
How to Best Care For A Loved one Impacted By Dementia
Are you the primary caregiver for a loved one in your family recently diagnosed with dementia? Are you concerned with how to best care for your loved one? As you may be aware, one of the most challenging and difficult aspects of witnessing your loved one struggle with...
A Few Mistakes to Watch Out For When Avoiding Probate
Are you interested in having your family avoid probate when you pass away? Are you concerned that probate will be too public, expensive or time-consuming for your family? What have you been considering to avoid probate? We recommend that you consult with an...
Three Of The Most Common Ways Trusts Can Fail
Have you thought about adding Florida trusts to your Florida estate plan? What exactly is a trust and what can it do for your estate? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the...
Have You Utilized SLATs for Your Estate Planning?
Are you and your spouse contemplating removing some of your assets from your taxable estate? A well liked estate planning tool for married couples to utilize would be a Spousal Lifetime Access Trust (SLATs), and it may be a good choice for you and your spouse. With a...
4 Mistakes Families Need to Be Aware of When Advocating for a Senior Loved One in Florida
Did a senior loved one in your family have a health care emergency during COVID-19? Unfortunately, many Florida families confronted a medical crisis with a senior loved one during COVID-19. Now, many Florida families realize they do not have any of the basic health...
Tips for Keeping an Aging Parent Safe in a Nursing Home
Have you been the primary caregiver for your aging parent in your home? Have you noticed that the care you are providing for your loved one is not up to the skill level that your parent is beginning to need? Is it becoming painfully aware to you that you can no longer...
How to Start “Tough Conversations” with Aging Parents When It Comes to Medical Care
Do you have aging parents living in their own home? Are they living by themselves and enjoying good health, staying active and visiting with their family? Have you or your parents given thought to a time when they may not be able to make decisions for themselves due...
Family Caregivers Tips and Resources to Access During National Older Americans Month
Did you know that every month of May since 1963, has been devoted to honoring and supporting the nation’s senior adults? Older adults are an essential part of our society and the annual May designation of Older Americans Month formally recognizes their value. May is...