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...
4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

4 Estate Planning Steps to Take After the Death of a Spouse or Loved One

Has your spouse or loved one recently passed away? We know this has been and continues to be a traumatic time. The emotional toll it is taking on you is undoubtedly tremendous. Are you having trouble moving ahead and taking any estate planning steps because of sadness, confusion and a loss of purpose? We want you to know our thoughts are with you and we can help. Did your spouse or loved one pass away with an estate plan? Did you know that one...
Caring for a Loved One With Dementia? Four Tips You Can Use

Caring for a Loved One With Dementia? Four Tips You Can Use

Did you know that it is very important for your loved one to create an estate plan now that he or she has been diagnosed with dementia? Meeting now, while your loved one still has capacity for making decisions, is crucial to estate planning. Take a minute to visit our website, this Thursday, to learn more about the importance of estate planning if your loved one has dementia. Do you care for a loved one in your home? Has your loved one just...
Where Should I Keep My Original Florida Estate Planning Documents?

Where Should I Keep My Original Florida Estate Planning Documents?

Do you, like many Floridians, keep your important paperwork, documents and valuables at your local bank in a safe deposit box? Are you confident that renting a safe deposit box is much safer than keeping everything at home? Have you decided, now that your estate plan is complete, to keep your original documents in your safe deposit box at the bank? If you have, we would like to share the pros and cons of your decision here in this blog. Some...
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...