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...
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...