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...
Key Ways to Identify the Right Level of Florida Long-Term Care (National Long-Term Care Awareness Month) 

Key Ways to Identify the Right Level of Florida Long-Term Care (National Long-Term Care Awareness Month) 

Do you have an aging loved one who has always lived alone, stayed healthy and been involved with friends and family? Does your loved one seem to be more frail or forgetful or distant? As your loved one ages even more are you concerned about their being alone in their home?  Do you know the signs that your loved one may benefit from a memory care facility or some other type of long-term care?  Equally important is being sure that their...
Creating an Estate Plan When You Have Been Diagnosed with Breast Cancer

Creating an Estate Plan When You Have Been Diagnosed with Breast Cancer

Have you recently been diagnosed with breast cancer? We know that a breast cancer diagnosis can be a life-altering event that affects your physical and emotional well-being. In addition, it can also necessitate careful consideration of your financial and legal affairs. Florida estate planning is a crucial aspect of preparing for the uncertainties that may arise during and after a breast cancer diagnosis. We know you may have questions during...