What Should Be at the Top of Your Estate Planning Checklist in the New Year

What Should Be at the Top of Your Estate Planning Checklist in the New Year

Have you given thought, in the New Year, to updating or creating your Florida estate plan? Why? Because in Florida there may be specific state laws that could seriously impact your estate planning. It is our goal in our Florida estate planning law office to assist our clients in reaching their estate planning goals. We have eight tips and strategies that we recommend being at the top of your Florida estate planning checklist. We know that by...
Top Reasons to Prioritize Long-Term Care Planning This New Year

Top Reasons to Prioritize Long-Term Care Planning This New Year

As you begin the New Year have you made time for your resolutions?  It seems that most people tend to focus on lifestyle changes, but what about your care in the future?  What about making the important resolution to prioritize long-term care planning for your future? In regard to long-term care planning for Florida seniors and their families, early planning is both prudent and necessary.  We understand the issue that no one...
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...

Can I Rely on Medicare to Pay for the High Costs of My Long-Term Care? (National Long-Term Care Awareness Month)

As you age, are you concerned about how you will care for yourself if you become incapacitated or disabled or just unable to care for yourself? Do you have any long-term care plans in place? Will you rely on Medicare to pay for the high cost of your long-term care? Figuring out healthcare costs in senior years is no small task. And, in fact, as the population ages, there are an increasing number of individuals requiring long-term care services....