Planning to Help Aging Loved Ones with Parkinson’s Disease

Having a loved one diagnosed with Parkinson’s disease can be devastating and heartbreaking, has this happened to you? As Parkinson’s progresses, has your loved one begun to experience difficulty walking, bathing, and dressing, as well as falling? Are you, your loved one and family facing the difficult decision of placing your loved one in a

 

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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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Florida Seniors Need to Consider Planning for Medicaid Earlier in Life

As a senior adult living in Florida, are you approaching retirement or are you already retired? Have you started thinking about possible long-term care needs and costs? Are you planning on using your Medicare coverage for everything you need? While most seniors believe that Medicare and the associated supplemental insurances will pay for long-term care

 

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5 Warning Signs Your Parent May Have Memory Loss

Are you caring for your aging parent? Were you aware that the loss of memory may be a part of the aging process? Often, though, an aging senior will not inform his or her physician if he or she is experiencing memory issues. So, when caring for your aging parent, how do you know when

 

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Ideas and Ways to Ensure Tampa Seniors are Safe from Sweetheart Scams

Are you a widowed senior who alway viewed Valentine’s Day as a wonderful opportunity to express love and affection to your spouse and family? Do you miss your spouse and family, especially on Valentine’s Day, because many have passed away or you are isolated? Unfortunately, in this day and age, online scammers use Valentine’s Day

 

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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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Evaluating the Danger of Making Holiday Gifts When It Comes to Florida Medicaid Planning

Do you have a list of loved ones that you want to give gifts of money to this holiday season? Are you aware that monetary gifts can impact Medicaid eligibility? In fact, in the next five years if you needed to apply for Medicaid did you know there could be significant consequences? If you answered

 

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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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