Category: blog

Legal-EASE: What’s the Difference between a Revocable and Irrevocable Trust?

Once only the tool for the very wealthy, more and more modest wealth families have begun to use revocable living trusts in their estate planning. A revocable living trust acts as a substitute for a Will and has the additional benefit of avoiding the court process known as probate. Probates can be costly and may

Read MoreRead More Read More

Legal-EASE: 5 Mistakes You Can Make in Florida Probate

When it comes to estate planning, the details of the Florida Probate process are commonly misunderstood. Probate is the court process of transferring wealth to your loved ones or intended beneficiaries through your last will and testament at death. Many people know the basics, such as the definition of a Last Will and Testament or

Read MoreRead More Read More

What is Probate?

When it comes to estate planning, many of us know the basics. We may know the definition of a last will and testament and a trust agreement, but understanding what happens after your death and the complexity of the probate process can be more challenging. What happens, for example, if you pass away without a

Read MoreRead More Read More

5 Technologies to Help Seniors Stay Safe on the Road

We know that technology is purported to make life easier but what about the safety aspect? When it comes to seniors who continue to drive despite the potential perils of getting older, technology can be a literal lifesaver. Whether you are a senior or have an aging loved one, all of us can benefit from

Read MoreRead More Read More

With Sweetheart Scams on the Rise, How Should Florida Seniors Protect Themselves?

As Valentine’s Day approaches we need to take special care to be on the lookout for an increased number of target attacks on vulnerable Florida seniors. Even if you do not believe you would be susceptible or would make a good target, as a senior you may be a target simply due to factors such

Read MoreRead More Read More

3 Apps You Can Share with Your Senior Loved Ones to Help Them Feel Connected

Research tells us that increasingly more Older Americans are experiencing feelings of isolation and loneliness. Unfortunately, many seniors do not have children or family members to lean on for support when this happens. If you notice your senior loved one may have these feelings, we encourage you to help them feel connected to friends, family

Read MoreRead More Read More

How Adult Children Can Plan for Rising Long-Term Care Costs in the New Year

The new year brings new beginnings for all of us. By setting our resolutions we can commit to new plans, new ideas, and new goals for ourselves and for our loved ones. Unfortunately, amidst the excitement that surrounds the new year, it can also bring new challenges. It is often during the holidays, when we

Read MoreRead More Read More

Signs Your Aging Parents May Need More Help During the Holidays

During the holiday season, most families are able to take more time to spend together. As Floridians ourselves, we often see adult children traveling to visit their aging parents who have retired to Florida. Unfortunately, it is during these visits that we often receive a frantic telephone call. The visiting children learn that mom or

Read MoreRead More Read More

Ideas for Talking to Your Kids About Estate Planning During the Holidays

One of the most challenging decisions about the estate planning process is how to effectively discuss your plans with your children. If you are spending quality time with your children this holiday season, you may consider using this time to have an open conversation about your estate plan. While there is no best way to

Read MoreRead More Read More

Category: blog

Legal-EASE: What’s the Difference between a Revocable and Irrevocable Trust?

Legal-EASE: 5 Mistakes You Can Make in Florida Probate

What is Probate?

5 Technologies to Help Seniors Stay Safe on the Road

With Sweetheart Scams on the Rise, How Should Florida Seniors Protect Themselves?

3 Apps You Can Share with Your Senior Loved Ones to Help Them Feel Connected

How Adult Children Can Plan for Rising Long-Term Care Costs in the New Year

Signs Your Aging Parents May Need More Help During the Holidays

Ideas for Talking to Your Kids About Estate Planning During the Holidays

Featured Posts

Legal-EASE: Veterans Burial Benefits Made Easier

Legal-EASE: What’s the Difference between a Revocable and Irrevocable Trust?

Legal-EASE: 5 Mistakes You Can Make in Florida Probate

Recent Posts

Lowering Your Capital Gains Taxes

Why We Didn’t Know About Gene Wilder’s Illness: A Client-Centered Estate Plan

Reverse Mortgages: How Can One Help You?

Necessary Notice to Hospitalized Seniors Delayed by CMS

Caring for Your Furry Children When You Cannot Using Pet Trusts

Avoiding Hurricane Repair Scams

Military With Disabled Children: A New Way to Protect Your Child

“The Bank Told Me Your Power of Attorney is No Good” (Understanding the Difference between a Power of Attorney and Revocable Living Trust)

What Do You (Legally) Have to Pay that Caregiver for Your Mom?

Low-Income Seniors: Getting $100 More in your Social Security Check

Archives