201 Alhambra Circle, Suite 503
Coral Gables, FL 33134
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As we move through and beyond the season of Thanksgiving, many families reflect on what they are most grateful for; loved ones, good health, and lasting memories. This season of gratitude also offers the perfect opportunity to plan for the future. Estate planning is not just about legal documents. It is about preparing for all […]
Planning for Every Season of Life in Florida Read More »
Did you remember that every year, Medicare’s Annual Open Enrollment period offers South Florida seniors the opportunity to review and update their health coverage? From October 15th to December 7th, this window allows beneficiaries to make changes to their Medicare Advantage or prescription drug plans (Part D) to better align with their health needs and
How do you know if you have the right health care decision maker in your Florida estate plan? Why is that an important question? Because if you become incapacitated or ill, your health care decision maker will have the crucial role of making medical decisions on your behalf. In fact, your health care decision maker
How Do You Know If You Have the Right Health Care Decision Maker in Place? Read More »
Are you interested in creating a legacy that will protect the wealth you have amassed for yourself and your loved ones? It is unfortunate but most Americans, even those with large assets, fail to plan ahead for what should happen in the event of their incapacity or death. By working with an experienced Florida estate
How to Establish Generational Wealth Transfers in Your Estate Plan Read More »
Did you create a Florida estate plan that will allow you to plan forward to ensure that you, your loved ones, your business, and what you care about most are protected from any uncertainty in the future? By taking the proactive step to create a Florida estate plan you can be assured that you have
Exploring the Pros and Cons of Delegating Legal Authority Read More »
Summer is here! The days are longer, so there is more time to be with family and friends, have cookouts, and lots of time at the pool! However, we need to be on the alert for the extremely high temperatures during the summer and the effects they may have on us and our loved
7 Vital Tips to Keep Seniors Safe and Comfortable Read More »
Summer time is a great time for travel, are you ready? Do you enjoy spending time outdoors with family and friends? Are you planning to stay local or are you traveling to another state or out of the country? Now that the pandemic has lessened in its impact the travel choices seem countless. Are you
The Estate Planning Travel Checklist You Need For Peace of Mind Read More »
When you created your Florida estate plan did you realize it was more than just planning forward to ensure that you, your loved ones, your business, and what you care about most are protected from uncertainty and your passing? Through your Florida estate plan you were also able to ensure that you will be protected
Understanding the Benefits and Issues You May Face When Using a Power of Attorney Read More »
Is there a certain time when a person should start a Florida estate plan? Is it really true that an estate plan is a critical tool for all adults to have? Absolutely! Estate planning allows you to begin to think about what you want for yourself, your loved ones, your business, and your legacy. It
When Should You Start a Florida Estate Plan? Read More »
Are you wondering whether you need a Florida estate plan now that you have been diagnosed with cancer? In fact, estate planning is critical for everyone. The importance of an estate plan ranges from being able to make the early choice of who will be able to care for you in a crisis to who
Estate Planning Considerations For You If You Are Facing a Cancer Diagnosis Read More »