Ways You Can Support Florida Elders During Medicare Open Enrollment

Ways You Can Support Florida Elders During Medicare Open Enrollment

Are you anticipating your first year to be involved in Medicare’s Annual Open Enrollment Period? You probably already know that Medicare open enrollment begins every year on October 15th. But, did you know that during this time Medicare health and drug plans make changes to costs, coverage, providers, and pharmacies in their networks? Every year during this open enrollment period you should take the time to review your health plan for any...
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...
The Importance of Updating Your Estate Plan After the Birth of a Child

The Importance of Updating Your Estate Plan After the Birth of a Child

Have you and your spouse recently celebrated the birth of your child?  You are now learning that the birth of your child is a life-changing event that brings new responsibilities and considerations for you and your spouse. We are well aware that you, as parents, have so much to do, but it is so very important that updating your Florida estate plan be at the top of your to-do list. You need to be sure that your new addition to your family...
Must Have Heat Safety Tips for Seniors in the Summer

Must Have Heat Safety Tips for Seniors in the Summer

Are you and your family enjoying the arrival of summer, with the longer days, cherished moments with aging loved ones, family cookouts, and refreshing swims at the pool or beach? Summer does bring lots of delight, but along with its pleasures for all family members, you and your family need to remain vigilant about a potential hazard in Florida. Because of  the soaring temperatures, our aging loved ones are more susceptible to heat-related...
Reasons Why Updating Your Estate Plan Following a Relocation to Florida is Critical

Reasons Why Updating Your Estate Plan Following a Relocation to Florida is Critical

Have you ever thought about how often you have moved in your life? In fact, American society has never been more mobile. There are many reasons people move, but a move across state lines may have been motivated by lower taxes, better job prospects, warmer weather or a desire to be closer to one’s grandchildren. Whatever the reasoning, moving to a different state is a signal that updating your estate plan is necessary. This is because each...
Do You Have the Right Health Care Decision Maker in Place?

Do You Have the Right Health Care Decision Maker in Place?

Determining the right health care decision maker for you is an important aspect of estate planning. Your health care decision maker will have the important role of making medical decisions on your behalf if you become unable to do so due to incapacity or illness. Your health care decision maker should be able to act as you and make the decisions you would, not substitute their judgment for yours. This is an important role in any estate plan. We...