Making Plans In the New Year? Consider a Trust in Your Estate Plan

Making Plans In the New Year? Consider a Trust in Your Estate Plan

Thinking about adding a trust to your Florida estate plan? As you make your plans for the new year, you should meet with your Florida estate planning attorney and consider a trust.  Are you aware that a trust is an estate planning tool created for the management of assets, both during your life and after your death? In addition, there is not just one type of trust, but several used in estate planning. In regard to this blog and in order to make...
Helping Your Aging Parents with Preparing a Power of a Attorney Now

Helping Your Aging Parents with Preparing a Power of a Attorney Now

Did you enjoy visiting your parents at the beginning of the holiday season? Do you feel with each passing year that they are becoming more dependent on external assistance? Are you ready for what may face them in the future? Do you know if they have a power of attorney? What about who is listed on it? Although it may be difficult, it is important for you and your parents to have a conversation about their wishes for now and in the future and...
Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Have you recently been diagnosed with Alzheimer’s disease? We know this diagnosis can be disturbing and overwhelming. What should you do now?  How do you learn more about Alzheimer’s? How can you be prepared for your future? Be aware that you are not alone. In fact, there is a worldwide effort to find a cure and to help support people in need during Alzheimer’s and Brain Awareness Month. It is highly recommended that you consult with a Florida...
2022 Medicare Open Enrollment Tips for Florida Seniors

2022 Medicare Open Enrollment Tips for Florida Seniors

Are you a Florida senior currently on Medicare? Did you know that Medicare’s Annual Open Enrollment Period begins on October 15th? Remember, every year Medicare health and drug plans make changes. These changes range from out of pocket costs and network coverage to providers and pharmacies within their networks, so there is much for a Florida senior to review.  It is wise for all Florida seniors to revisit their health plans at least annually...
Are There New Planning Opportunities for Florida SLATs?

Are There New Planning Opportunities for Florida SLATs?

Do you and your spouse have a Florida estate plan? Over the past year, we have shared key articles with you on the types of trust planning you can complete to ensure your goals for yourself, your family, and your legacy are reached. One of the articles that many of our couples contemplating Florida estate planning want to read focuses on the Spousal Lifetime Access Trust. Commonly referred to as a “SLAT” this is an estate planning tool you...