Three Things To Think About When It Comes To Tangible Property And Your Estate Plan
Although it may not be at the forefront of our minds, it can be important to establish a comprehensive estate plan to ensure that your wishes are known and carried out in the unfortunate event of your death. Did you know that there are different types of property that...
How to File a ‘Declaration of Domicile’ in Florida and Why It Matters
Have you ever heard of a “Declaration of Domicile?” A Declaration of Domicile is a legal document that helps establish Florida residency. Many people assume that buying a house or condominium in the state makes them a resident, but that is not necessarily the case. A...
What Does Domicile Mean?
Have you ever heard the term “domicile” before? There are many definitions of your domicile, but its core meaning is that it is your home. You may not be living there at the moment, but your domicile is the place you consider home, that you intend to return to...
Estate Planning Tips Every Successful Business Owner Should Know
Are you a business owner? Most business owners have their estate plan prepared because they are worried about what will happen to their business after they pass away. As a business owner in Florida, have you considered that the best estate plan may also allow you to...
What You Need to Know About Medicare Open Enrollment in 2020
Are you ready for the annual Medicare Open Enrollment period this year? Given the COVID-19 pandemic, it may be more important than ever for beneficiaries to review and choose the Medicare plan that best suits their health care needs. Did you know that Medicare’s...
Three Estate Planning Tips During the COVID-19 Pandemic
In light of the recent public health crisis, do you need estate planning tips? Have you been reflecting on issues associated with estate planning? You are not alone. The impact of the COVID-19 pandemic has had many Americans thinking about how they can protect...
Utilizing 529 Savings Plans as an Estate Planning Tool
Did you know that many parents use 529 savings plans as a way to let their child’s college funds grow tax-free? These plans, however, are not just for parents and children. They are also not limited to use for tuition. Parents, grandparents, and other adults with...
Can A Nursing Home Sue You For Payment Of Your Parent’s Bill? Three Important Conversations To Have With Your Parents Now
Have you considered the possibility that, if your parent ends up in a nursing home, you may be legally on the hook for the bill? Many do not, yet a significant number of U.S. states have a filial responsibility law on the books. These laws obligate adult children to...
Creating a Spendthrift or Incentive Trust with Substance Abuse Issues
As we honor National Alcohol & Drug Addiction Recovery Month this September, we support families with loved ones who face substance abuse issues of many kinds. Do you have a loved one with substance abuse issues and are you concerned about providing for him or...
National Self-Care Awareness Month: Tips for Everyone
Have you noticed that self-care can often be confused with self-indulgence in the media? Splurging on pedicures and eating chocolate cake for dinner may not be self-care if you are trying to save up for a down payment on a house or trying to manage diabetes with diet...