Recent Blog Posts
Ways You Can Help Family Caregivers During National Family Caregiver Month
Are you seeking ways to help the caregivers in your family? Were you aware that November is recognized as National Family Caregiver Month? This is an opportunity for showing our appreciation for the caregivers in our family who pour their time, energy, and love into caring for a loved one. Often, our caregivers are… Read More »
Understanding Your Entitlements, Rights, and Protections as the Beneficiary of a Trust
Are you currently the beneficiary of a Florida trust? Do you know why the trust was created and even wonder what it is? Trusts are a basic part of Florida estate planning. They offer a means to protect and manage assets for the benefit of specific individuals or entities. Trusts provide the structured framework… Read More »
Is a Power of Attorney Necessary for Married Individuals?
It’s not uncommon for couples to wonder about the extent of authority a spouse holds over their partner’s affairs, especially in the context of legal decision-making. A Florida power of attorney (POA) is a legal instrument that enables one individual to act on behalf of another, covering financial and healthcare matters. However, the assumption… Read More »
Key Ways to Include Digital Assets in Your Florida Estate Plan
In this digital age, are you aware of the increased complexity of Florida estate planning due to the growing presence of digital assets that need to be included in this planning? What are these digital assets? They are any form of content or information that exists in a digital format and holds value to… Read More »
Tips You Can Use to Support Aging Parents for a Safer Environment
As you watch your parents age, are you concerned about their risk of falling? Be aware that when Florida senior adults fall it can often cause devastating injuries, have long-term effects on their overall health and sometimes even death. However, there is good news! Most falls are preventable! By assisting your aging parents in… Read More »
An Overview for Avoiding Common Mistakes in Will Creation
Did you know that creating a Florida last will and testament is an essential and often overlooked aspect of responsible lifetime planning? It is a testament to your lifelong efforts to provide for yourself and those you love most. When you take the time to develop not only a last will and testament but… Read More »
Going Out of Town? The Estate Planning Checklist You Need to Review
Do you have travel plans for the summer? Are you hoping to spend time with family and friends and enjoy time outdoors? Are you traveling to another state or out of the country? Now that the pandemic has lessened in its impact, the travel choices seem endless. As you plan your summer vacation, are… Read More »
Is There Ever a Wrong Time to Create a Florida Estate Plan?
Are you an active Florida senior? Do you enjoy good health, an active lifestyle and traveling to new and exciting places? In fact, do you really wonder whether you need an estate plan because you are truly young at heart? Yes, you should have a Florida estate plan because it is a critical tool… Read More »
Should My Retirement Accounts Go To Florida Probate or Not?
As you begin to create your Florida estate plan, did you know that one of the first steps is to think about what you own and who should inherit it at the time of your passing? We are very aware that most adults do not want to focus on the need for Florida estate… Read More »
Is Estate Planning in Florida Really for the Young at Heart?
Are you an active Florida senior? Do you enjoy good health, an active lifestyle and traveling to new and exciting places? In fact, do you really wonder whether you need an estate plan because you are truly young at heart? Yes, you should have a Florida estate plan because it is a critical tool… Read More »
