Showing Your Family You Love Them Through Estate Planning

Showing Your Family You Love Them Through Estate Planning

Are you wondering how to show your family you love them during the month of February, and especially on Valentine’s Day? Everyday you say and do things that tell your family you love them, but are you thinking about their future and yours as well?  As you think of your future and your family’s future, there is a way you can show your family how much you love them. How about making a strong statement of love and concern for your family with a...
Making Plans In the New Year? Consider a Trust in Your Estate Plan

Making Plans In the New Year? Consider a Trust in Your Estate Plan

Thinking about adding a trust to your Florida estate plan? As you make your plans for the new year, you should meet with your Florida estate planning attorney and consider a trust.  Are you aware that a trust is an estate planning tool created for the management of assets, both during your life and after your death? In addition, there is not just one type of trust, but several used in estate planning. In regard to this blog and in order to make...
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...
Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Estate Planning Considerations When You Are Newly Diagnosed with Alzheimer’s

Have you recently been diagnosed with Alzheimer’s disease? We know this diagnosis can be disturbing and overwhelming. What should you do now?  How do you learn more about Alzheimer’s? How can you be prepared for your future? Be aware that you are not alone. In fact, there is a worldwide effort to find a cure and to help support people in need during Alzheimer’s and Brain Awareness Month. It is highly recommended that you consult with a Florida...
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...