Are you a healthy and active retired senior living in Florida? Are you busy finalizing your holiday plans with family and friends? Are you making sure that everyone in your family has a special gift from you, including your children and grandchildren? Have you considered that completing or updating your Florida estate plan may be the best gift you can give your family? Let us explain to you why we believe a Florida estate plan would be a wonderful and unexpected gift for your family.

First, do you have a current Florida estate plan? If you currently do not have an estate plan or you have an estate plan from another state or you have not updated your plan in years, as the old year ends and the new year begins is the perfect time to accomplish this goal. There are many questions you should ask yourself as a Florida senior. For instance, if you suddenly became incapacitated due to an accident, surgery or severe illness who would make decisions for you?   Who would have the legal authority to pay your bills?  Who would handle any medical decisions that need to be made?  Do you want your adult children to be in charge of your finances?  Do you know if your retirement plans will be able to support you as you age?

We often hear questions like these, and more, from our clients and their family members. When it comes to your Florida estate plan, you need to be confident. that your plan will work when you need it to. This holiday season, a completed Florida estate plan is quite possibly the best gift you can give to your loved ones. 

You should be aware, though, while Florida estate planning is a critical part of your health and well being, there is a second planning component that needs to be addressed and completed as well. It is your elder law planning, which includes long-term care.  Did you know that after most seniors reach the age of 70, they will need some form of long-term care.  Be aware that most of this care is not covered by Medicare and will fall on the Florida senior to pay for out of pocket. However, with prior planning, we assure you it does not have to be this way.  We can work with you to not only create an estate plan but also a long-term care plan that can protect the estate plan you are putting in place and allow you to be able to leave the gift of a legacy for your family, no matter what the future holds.

We know you may have questions about this, and many other, estate planning issues. At the Perlin Estate Planning & Probate our credentials enable us to provide a multi-disciplinary approach to our legal services.  By building relationships with our clients, we are also able to understand each client’s needs and desires, and we support such goals through thoughtful, comprehensive planning techniques. We encourage you to contact us and schedule a meeting.