Category: blog

3 Reasons for Tampa Bay Seniors to Re-Evaluate an Estate Plan

Developing a sound estate plan is one of the wisest decisions anyone can make, but keeping it current is just as important. Estate plans can be revisited at any time and for virtually any reason. The best time to re-evaluate an existing estate plan can be either every few years or after a significant life

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How Tampa Bay Seniors Can Make the Decision to Leave Their Homes in 2020

For decades, home ownership was synonymous with the American Dream. Millions of people aspired to buy the perfect little house with a white picket fence where they could happily raise their children in suburbia. Through hard work and determination, many Tampa Bay seniors made that dream come true. Now, as they grow older, these proud

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Tampa Bay Residents Need to Be On The Lookout for Senior Scams This Valentine’s Day

Cyber criminals are everywhere today. More and more we are learning of how they are infiltrating our society and working to gain access to our protected information. From driver’s licenses and social security cards to credit cards and bank statements, so much of our personal information is at risk when it comes to cyber threats.

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Estate Planning Tips for Tampa Bay Baby Boomers in 2020

Estate planning is essential for everybody, but especially for Tampa Bay Baby Boomers. A well-executed estate plan provides for your family after you are gone and ensures that your wishes are carried out. Your plan will speak for you when you can no longer speak for yourself, so it should be as thorough and detailed

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Older Drivers Face Elevated Safety Risks, Here’s What to Do About Them

The first week in December is Older Driver Safety Awareness Week. While the annual event has already passed, there was plenty of information offered that remains relevant throughout the year. One of the biggest takeaways was that Older Americans are at elevated risks of driving accidents, but those risks can be reduced through common safety

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‘Cyber Monday’ Safety Tips That Aging Seniors Might Not Know

Technology has changed a lot in the past 25 years. Just as banks have vaults and doors have locks, everyone needs to maintain proper cyber security on their computers, smartphones and other internet devices. This is especially important in advance of the biggest shopping day of the year: Cyber Monday. Seniors are particularly vulnerable, given

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Do Family Caregivers Lack Legal Rights?

A parent has the legal right to make all medical and financial decisions for his or her minor child. These decisions are often delegated by the parent to a caregiver who is hired by the parent. Nevertheless, the parent has the final say and closely supervises the caregiver. Once a developmentally disabled child attains age

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How Baby Boomers Can Benefit From Estate Planning This Estate Planning Awareness Week

Losing a loved one is a devastating life event regardless of age. Baby Boomers, born between 1943 and 1964, are in the unique position of soon losing their parents, if not already, and themselves are advancing into their later years. In fact, an estimated 10,000 Boomers will reach age 65 every day until 2030. Creating

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