How to Pay For Long Term Care When You Need It
As an active senior living in your own home have you ever thought about how you would pay for long term care when and if you needed it? If you are like many Americans you probably have not thought about how you would pay for a future that might include the need for...
3 Questions You Should Ask When You Are Named In a Florida Estate Plan
Have you recently learned you have been named in a Florida estate plan? It is always good news to know that people have prepared with an estate plan for any crisis that might occur now and in their future and have protected the future of their legacy. Were you...
Help Your Loved Ones Avoid the Risk of Falling
In your family, do you have adult loved ones who may be at a risk of falling? The injuries caused when a senior adult falls can be devastating and, in fact, may have long-term effects on the overall health of the senior adult. In the worst case, they can be fatal....
6 Tips for Successful Florida Estate Planning to Consider
Have you recently been thinking about your future? Have you thought about your retirement, your business, providing for your family and what taxes you will need to pay? Will you have enough money for whatever the future holds for you? Has the need for creating a...
How the Right Fiduciary Can Help You Reach Your Estate Planning Goals
A key component of any well written estate plan is to consider the future of your estate. Your estate includes not only your wealth, such as your home and retirement accounts and investments, but also your health and plans you have in place for your legacy. You may...
Who Should Be the Trustee for My Loved One’s Special Needs Trust?
Are you caring for a loved one with special needs? Are you concerned about what will happen to your loved one if and when you are unable to care for him or her? Who would take care of his or her financial, living and health needs? These are all serious questions and...
How Improper Estate Planning Can Harm Your Child’s Future
Do you have children? Have you thought about what you need to do to protect them now and in the future? Whether your children are minors or adults, as a parent you want to protect them from the unexpected both now and in the future. However, are you aware that...
Do Not Avoid Creating Your Florida Estate Plan
Have you been avoiding creating your Florida estate plan? Do any of these reasons resonate with you? You think you are too young? You believe that you do not have enough assets? You do not want to even think about dying? You are single? You just keep putting it off?...
Top Reasons Why Most Trusts Will Fail
Do you have a Florida estate plan? In addition to your estate plan are you thinking about creating a trust? What can a trust do? As a legal document, a trust will give the purpose of the trust, the trustee of the trust and his or her powers, the beneficiaries of the...
Have You Recently Prioritized Creating Your Estate Plan?
Thinking about creating an estate plan? In fact, are you making the creation of an estate plan a priority? According to a 2022 survey, less than one-third of Americans have an estate plan in place, however, almost two-thirds of Americans recognize that having an...