What is Long-Term Care Planning in Florida?
As an active and healthy senior or a person of any age, do I really need to do any long-term care planning? In fact, what exactly is long-term care planning in Florida? Long-term care is the type of healthcare people receive when their care needs extend beyond acute...
How to Avoid Estate Planning Mistakes When Your Loved One Has Down Syndrome
Are you the parent of a child with Down syndrome? Are you contemplating creating an estate plan? Did you know that among American adults we still find less than half have an estate plan. Unfortunately, this lack of preparedness is not a risk a family of a loved one...
Let Us Help You Navigate The 2022 Medicare Open Enrollment Period
Are you prepared for Medicare’s Annual Open Enrollment Period? On October 15th, Medicare’s Annual Open Enrollment Period begins. Be mindful that every year at the same time Medicare health and drug plans make changes to costs, coverage, providers, and pharmacies in...
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...