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...
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...
Ways You Can Support Florida Elders During Medicare Open Enrollment

Ways You Can Support Florida Elders During Medicare Open Enrollment

Are you anticipating your first year to be involved in Medicare’s Annual Open Enrollment Period? You probably already know that Medicare open enrollment begins every year on October 15th. But, did you know that during this time Medicare health and drug plans make changes to costs, coverage, providers, and pharmacies in their networks? Every year during this open enrollment period you should take the time to review your health plan for any...
9 Reasons Why New Florida Residents Need to Update Their Estate Plan!

9 Reasons Why New Florida Residents Need to Update Their Estate Plan!

Moving to Florida brings a change in lifestyle, climate, and even legal considerations, particularly when it comes to estate planning. Establishing or updating your estate plan upon relocating to Florida is crucial to ensure that your wishes are accurately reflected and your assets are protected in this state. We know how important it is to have estate planning that is relevant to your state laws and want to share with you the nine key reasons...
The Importance of Updating Your Estate Plan After the Birth of a Child

The Importance of Updating Your Estate Plan After the Birth of a Child

Have you and your spouse recently celebrated the birth of your child?  You are now learning that the birth of your child is a life-changing event that brings new responsibilities and considerations for you and your spouse. We are well aware that you, as parents, have so much to do, but it is so very important that updating your Florida estate plan be at the top of your to-do list. You need to be sure that your new addition to your family...