Do you have a loved one who needs to begin looking for a long-term care facility? Have you talked to your loved one and offered to help find the “just right” facility for your loved one? There are many important factors to consider when looking for the right facility, such as price, location, and safety
Did you know that research tells us that less than 50% of all Americans have taken the step to protect themselves, their families, and their legacies with an estate plan? Did you know that planning for the end of life is incredibly important? Are you aware that if you pass away without an estate plan
As you welcome the New Year, think about the holidays and realize that the month of January is underway, have you begun to reflect on the resolutions you made? We know many of our Florida friends and clients are focusing on how they will reach the resolutions they set. This year did your resolutions focus
The new year is here, we are into the month of January, have you completed your New Year’s resolutions? We know many Floridians are focusing on how they will reach the resolutions they set. What was the main focus of your resolutions? Was it work or health or family or all three? Did you include
Can you believe that the new year, 2022, is almost here? Even with the continuing pandemic most of us are busy finalizing our end of the year plans, taking stock of what has happened this year, reflecting on goals for the coming year, and deciding what we want for next year and our future. As
Did you know that, on June 26, 2015, the United States Supreme Court issued its landmark decision in Obergefell v. Hodges legalizing same-sex marriage, thereby requiring states to provide same-sex couples with the same access to estate planning, tax, medical and other important benefits as heterosexual couples? While this decision may have made estate planning
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
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
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
