Recent Blog Posts
Reasons Why Estate Planning for Digital Assets is Important in the New Year
This month are you beginning to work on accomplishing your 2022 New Year’s resolutions? Did you include understanding how to protect your digital assets, which is currently a hot topic? Data security is in the headlines and digital privacy is on the mind of many Floridians. January is a good time to research how… Read More »
5 Questions to Use When You Create Your Estate Plan in the New Year
With the new year beginning, have you completed your New Year’s resolutions? As the month of January gets underway, we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? We want you to know that… Read More »
3 Tips on What to Look For When Visiting Relatives During The Holidays
Are you planning to discuss long-term care with your parents during the holiday season? What exactly is long-term care planning? The National Institute on Aging defines long-term care planning as steps to meet a person’s health or personal care needs during a long or short period of time. With the help of these services,… Read More »
Have an Estate Plan? Review this End of the Year Checklist.
As 2021 quickly comes to a close, do you still have many things on your to-do list? Are you spending time with family, trying to make plans for the new year and ensuring that you accomplish what you wanted to during this year? During this time of planning, we encourage you to also focus… Read More »
Do You Know How to Prepare Your Estate for Proposed Tax Law Changes
Are you aware of the news stating that the tax benefits that most Americans have benefited from for the past few years are under threat of being eliminated? In our practice, estate planning, and the variations surrounding passing your generational wealth to your family, continues to be at the forefront of our minds. Many… Read More »
The ABCs for Supporting a Family Member Who is Newly Diagnosed with Alzheimer’s Disease
Did you know that Alzheimer’s Disease is a type of dementia? It can cause problems with memory, thinking, cognition, and behavior. Symptoms, though, usually develop slowly and get worse over time, with end-stages of the disease becoming life-threatening. As yet, there is no cure. For treatment to be effective and improve the quality of… Read More »
7 Tips for Choosing a Medicare Plan During Annual Open Enrollment
Medicare’s Annual Open Enrollment Period is here and it is time for Florida seniors to focus on making any changes they need to their plans. We know this can be a confusing time, as well as one filled with concern when you think about ensuring you have the right health care coverage for yourself… Read More »
Estate Planning Awareness Week Takes on More Significance Than Ever as Covid Persists
Did you know that Estate Planning Awareness Week is recognized in October? Estate planning can be an essential part of your financial health no matter your age or how much money you have. Estate planning can be critical for anyone who wants to help ensure their wishes are respected in the event of temporary… Read More »
Tips for Your Estate Planning as an LGBTQ+ Family
Since the Supreme Court legalized same-sex marriage in 2015, it would be easy to think that estate planning for LGBTQ+ couples would be just like heterosexual couples. Have you considered, however, that same-sex couples may have situations that require extra or special planning, such as adoption by non-biological parents or navigating unsupportive family dynamics?… Read More »
Four Tips for Managing Back to School Schedules After a Divorce
Back to school time can be stressful for any household, but there can be added layers of complexities navigating back to school schedule management, among other things, when you and your co-parent are divorced. Have you been struggling to figure out how you are going to successfully co-parent through this? To help, let us… Read More »
