Category Archives: Estate Planning
Have You Inherited Assets? Here Are Some Things You Should Know
Have you inherited assets? Here are some things you should know. First of all, receiving an inheritance is a big deal. Whether you were expecting this inheritance or not, you need to take the inheriting of any assets seriously. In fact, regardless of the amount, be sure to take the steps that you need… Read More »
Ways You Can Potentially Limit The Likelihood Of A Will Contest
As you age, are you concerned about not only the protection of yourself but also everything you love? That is why you need to create a solid Florida estate plan. Do you realize that when you create a valid Florida estate plan, you are creating lifetime documents that can give legal authority to another… 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 »
Showing Your Family You Love Them through Estate Planning
Do you have a Florida estate plan? Whether you are a single adult or married with children or young or old, you need an estate plan. As you look around and see signs of Valentine’s Day this would be the perfect Valentine’s Day gift to your family, your completed and signed Florida estate plan…. Read More »
New Year Estate Planning Tips when it comes to Remarrying
Are you planning to remarry in the New Year? Are you planning your wedding, contacting wedding venues, and notifying family? It is a busy time for you and your future spouse. With all the busyness, though, have you considered how remarriage will impact your Florida estate plan? Typically in a first marriage, the goals… Read More »
Key Items to Include in Your New Year’s Estate Planning Checklist
Are you recovering from your holidays and starting to think about your New Year’s resolutions? Are you looking forward to beginning the work on your resolutions? Did you make one of your resolutions this year to create a Florida estate plan? Good for you! Let us help you get started. With your estate plan… 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 »
