Category Archives: Blog
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 »
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 »
What To Know About Not Having An Estate Plan?
Are you aware of what you should know about not having an estate plan? As a Florida resident at the time of your passing and without an estate plan, your assets will be distributed according to the laws of the state of Florida. This will be carried out in a court procedure called probate,… Read More »
Are There Elder Law Risks When Making End of the Year Financial Gifts?
Do you love the holidays and getting together with family and deciding what gifts to get all your family for holiday presents? Are you considering giving gifts of money to your children and grandchildren this holiday season? Are there elder law risks when making end of the year financial gifts? Yes, as a Florida… Read More »
Let Us Share The Greatest Gift You Can Give This Holiday Season
Are you busy finishing the purchase of last minute holiday gifts for your children and grandchildren? As you complete your shopping list of holiday gifts for your family, we have a gift for you to consider. In fact this gift, we believe, is the greatest gift you can give to your family this holiday… Read More »
What Ways Can You Support a Loved One Who is Diagnosed with Alzheimer’s Disease?
Are you looking for ways to support a loved one who has been diagnosed with Alzheimer’s Disease? Are you aware of what Alzheimer’s is and what it may mean for your loved one? First, Alzheimer’s Disease is a type of dementia that can cause problems with memory, thinking, cognition, and behavior. Symptoms usually, but… Read More »
Reasons Why You Need to Plan Early for Long-Term Care
Are you familiar with long-term care? Long-term care focuses on the needs of an aging person, often a senior, who is no longer able to meet his needs independently. In fact, the senior requires assistance from another person. This assistance may take different forms. For example, it might include: • Housekeeping chores, • Keeping… Read More »
3 Important Conversations to Have with Your Aging Parents as Soon as Possible
Do you and your aging parents get together often for visits with the grandchildren and to just enjoy each other and reminisce? As you discuss the past and your childhood with your parents, do you find that your parents have always been there for you with support and guidance? Now that your parents are… Read More »
Medicare Open Enrollment Tips and Guidance for 2022
Is the day marked on your calendar? Medicare’s Annual Open Enrollment Period starts October 15th! Beginning every year on October 15th, Medicare health and drug plans make changes. So there is a lot for you, the Medicare beneficiary, to review. Everything from out of pocket costs and network coverage to providers and pharmacies within… Read More »
