Category: Estate Planning

Tips and Key Ideas for Updating Your Estate Plan In the New Year

As the New Year begins, are you reflecting on your time spent with your family during the holidays, wanting to be sure you and your family are safe both now and in the future? Are you planning to update your Florida estate plan in the New Year?  What do you need to do first? As

 

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6 Ways to Help Florida Family Caregivers During National Family Caregivers Month

Do you have a loved one in your family cared for by a member of the family? Are you celebrating your family caregiver during the month of November? You should because it is National Family Caregivers Awareness Month. Did you know that family caregivers provide a crucial amount of both paid and unpaid care to

 

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The 3 Most Important Tips You Need for Florida Medicaid Planning

As a healthy and active senior living in Florida have you thought about what would happen if you suddenly became incapacitated due to an accident, surgery or disease? Who would take care of you? If there was no one available how would you pay for long-term care? Is there any state program that could help,

 

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Important Questions to Ask Long-Term Care Facilities

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

 

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What Happens If You Do Not Have a Florida Estate Plan?

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

 

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Key Reasons Why Long-Term Care Planning Must Be a New Years Resolution

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

 

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Important Questions to Consider When You Create or Update Your Estate Plan in the New Year

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

 

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The End of the Year Florida Estate Planning Checklist You Need

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

 

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Estate Planning Essentials For LGBTQ+ Families

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

 

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