Why it is Important to Create a Loving Legacy for Your Children This Valentine’s Day

Why it is Important to Create a Loving Legacy for Your Children This Valentine’s Day

Are you trying to find a card or gift for your older adult children for Valentine’s Day? Do you find it harder as the years go by? How do you say “I love you” as your children age? Do they have concerns now or for the future, do any of those concerns include you, as parents? With thoughts of showing our love during the month of February and the entire year, we would like to share a few ways that you can show your love for your family. You can...
Can You Use Different Trust Types in Estate Planning?

Can You Use Different Trust Types in Estate Planning?

Did you know that trusts are one of the estate planning tools created for the management of assets, both during your life and after your death? In fact, there are several types of trusts to use in estate planning. However, in this blog we will divide trusts into a couple of categories to make them easier to understand. In the simplest terms, trusts are either revocable or irrevocable. This means they can either be changed or revoked after they...
10 Questions to Use When Updating Your Estate Plan in the New Year

10 Questions to Use When Updating Your Estate Plan in the New Year

The new year has begun, January is underway, are your resolutions completed? We know many Floridians are focusing on how they will reach the resolutions they set. Did your resolutions focus on work or health or family or all three? Did you include creating a Florida estate plan in your resolutions? We want you to know that we believe that one of the most important New Year’s resolutions you can make this year is to create your Florida estate...
Tips for Reviewing Your Estate Plan as the Year Comes to a Close

Tips for Reviewing Your Estate Plan as the Year Comes to a Close

As the new year, 2022, is fast approaching and the pandemic continues, are you still busy finishing up all your end of the year plans? As you take stock of what has happened this year and reflect on goals for the coming year, are you also thinking about your future, as well? Again, as you think about the past year and look to the future, what are your goals for yourself, your loved ones, and your legacy? What do you immediately need to...
Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

As a parent of a child with mental illness, you know it is not an easy road.  There is no question that your child has faced more challenges than most and, as his or her life has continued, you have found these challenges become more complicated as your child becomes an adult. From navigating public benefits to ensuring your child has the health care needed on a daily basis to understanding the best way to communicate with your child, you know...