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...
4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

Has your spouse or loved one recently passed away? We know this has been and continues to be a traumatic time. The emotional toll it is taking on you is undoubtedly tremendous. Are you having trouble moving ahead and taking any estate planning steps because of sadness, confusion and a loss of purpose? We want you to know our thoughts are with you and we can help. Did your spouse or loved one pass away with an estate plan? Did you know that one...
In the Future How Will You Pay for Long-Term Care?

In the Future How Will You Pay for Long-Term Care?

Have you considered a future that might include the need for long-term care? Furthermore, how would you pay for long-term care if you needed it? Have you thought about the reality that in the future you may not be able to live on your own, in your own home, without mobility and cognitive challenges? In fact, it is not a reality that many of us want to face or plan for. In fact, with less than half of all Americans today even completing their...
How to Choose the Right Fiduciary for Your Estate Plan

How to Choose the Right Fiduciary for Your Estate Plan

In thinking about your estate plan, what is one of the key components you should consider? Be aware, your estate includes your wealth, like your home, bank accounts and investments, your health and all your plans you have for your legacy. Even if you create the best possible estate plan with your attorney, your plan may fail if you do not have the right fiduciary, who is a key component of your estate, in place. What does a fiduciary do? The...