How to Discuss Estate Planning with Senior Relatives over the Holidays

How to Discuss Estate Planning with Senior Relatives over the Holidays

Do you anticipate this time of year and look forward to spending the holidays with your family? Does decorating, cooking, and shopping in anticipation of having visitors over to your home delight you? Do you use the holidays as an opportunity to sit down and visit your senior relatives whom you have not seen for some time? Are you noticing that they are becoming more fragile and less able to take care of themselves as they age? With these...
9 Helpful Tips for Aiding a Loved One with Alzheimer’s Disease

9 Helpful Tips for Aiding a Loved One with Alzheimer’s Disease

Do you have a loved one who was recently diagnosed with Alzheimer’s disease? We know that this is a challenging time both for your loved one and you. Do you know exactly what Alzheimer’s is and what it may mean for your loved one?  Alzheimer’s disease is a type of dementia that can cause problems with memory, thinking, cognition, and behavior. Symptoms usually, but not always, develop slowly and worsen over time.  The end-stages of the disease...
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...
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...
How Poor Estate Planning Can Hurt Your Child’s Future

How Poor Estate Planning Can Hurt Your Child’s Future

Are you a parent? Do you have young children and still go to baseball, ballet or piano practice with your children? Or, do you have older children who are married with children of their own? As a parent, you know while they were young you tried to provide for their needs. As adults, you know that you are always there for your children and grandchildren. With all that you have done, though, have you created an estate plan to positively impact...