Important Considerations to Help Florida Seniors During Older Americans Month

Important Considerations to Help Florida Seniors During Older Americans Month

Did you know that May is National Older Americans Month? Communities, families and loved ones are encouraged to get involved in learning about the issues that our Older Americans face as they age. Do you have an older loved one in your family? Do you have neighbors who are older? This month think about how you could help the elders in your life by reading the following. 1. Consider grocery shopping and meal planning for an Older American. You...
3 Reasons Why Most Trusts Will Fail

3 Reasons Why Most Trusts Will Fail

Are you considering adding trusts to your estate plan? Are you familiar with what a trust can do for your estate plan, but also what you must do as well? First, a trust is a legal document that identifies the purpose of the trust, the trustee of the trust and his or her powers, the beneficiaries of the trust, and the requirements for distributing the trust assets to the beneficiaries. Secondly, the trustor must fund or place into the trust his...
Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

Do You Know What Happens If You Do Not Have A Last Will and Testament or Other Estate Plan?

As a Florida senior adult, enjoying life in the Sunshine State, do you have an estate plan in place? Did you know that research tells us that less than 50% of all Americans have an estate plan or even a will. We want you to know that without an estate plan in place your family may face difficulty after you pass away, including sorting out your assets and any debts you may have. In regard to estate planning, no matter how big or how small,...
Why it is Important to Create a Loving Legacy for Your Children This Valentine’s Day

Why it is Important to Create a Loving Legacy for Your Children This Valentine’s Day

Are you trying to find a card or gift for your older adult children for Valentine’s Day? Do you find it harder as the years go by? How do you say “I love you” as your children age? Do they have concerns now or for the future, do any of those concerns include you, as parents? With thoughts of showing our love during the month of February and the entire year, we would like to share a few ways that you can show your love for your family. You can...
Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

Ways to Protect your Adult Child Who Suffers from Mental Illness Through Estate Planning

As a parent of a child with mental illness, you know it is not an easy road.  There is no question that your child has faced more challenges than most and, as his or her life has continued, you have found these challenges become more complicated as your child becomes an adult. From navigating public benefits to ensuring your child has the health care needed on a daily basis to understanding the best way to communicate with your child, you know...