6 Key Indicators That It’s Time to Update Your Estate Plan Before Year-End

6 Key Indicators That It’s Time to Update Your Estate Plan Before Year-End

As the year steadily approaches its conclusion, it is a crucial period for reflection, not just on the events of the past months but also on the future, particularly regarding estate planning. The end of the year is an opportune moment to pause and consider the adequacy of your existing estate plan.  An estate plan is a living document and, as such, it should evolve with your life’s journey. It is a key planning tool that safeguards...
Navigating Holiday Gifting to Loved Ones in Light of a Potential Need for Medicaid

Navigating Holiday Gifting to Loved Ones in Light of a Potential Need for Medicaid

The holiday season is a time of warmth, celebration, and the joy of giving, particularly cherished by elders who delight in sharing gifts with their loved ones. It is a season where the act of giving, especially to children and grandchildren, becomes a symbol of love and family tradition.  Many senior adults find great satisfaction in the act of giving, feeling fulfilled by the abundance they can share and the happiness it brings to their...
Key Ways to Identify the Right Level of Florida Long-Term Care (National Long-Term Care Awareness Month) 

Key Ways to Identify the Right Level of Florida Long-Term Care (National Long-Term Care Awareness Month) 

Do you have an aging loved one who has always lived alone, stayed healthy and been involved with friends and family? Does your loved one seem to be more frail or forgetful or distant? As your loved one ages even more are you concerned about their being alone in their home?  Do you know the signs that your loved one may benefit from a memory care facility or some other type of long-term care?  Equally important is being sure that their...
Creating an Estate Plan When You Have Been Diagnosed with Breast Cancer

Creating an Estate Plan When You Have Been Diagnosed with Breast Cancer

Have you recently been diagnosed with breast cancer? We know that a breast cancer diagnosis can be a life-altering event that affects your physical and emotional well-being. In addition, it can also necessitate careful consideration of your financial and legal affairs. Florida estate planning is a crucial aspect of preparing for the uncertainties that may arise during and after a breast cancer diagnosis. We know you may have questions during...
9 Reasons Why New Florida Residents Need to Update Their Estate Plan!

9 Reasons Why New Florida Residents Need to Update Their Estate Plan!

Moving to Florida brings a change in lifestyle, climate, and even legal considerations, particularly when it comes to estate planning. Establishing or updating your estate plan upon relocating to Florida is crucial to ensure that your wishes are accurately reflected and your assets are protected in this state. We know how important it is to have estate planning that is relevant to your state laws and want to share with you the nine key reasons...