Tag: estate planning

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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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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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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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

 

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