The holidays have ended, the New Year is here and the question is, did you make any resolutions? In January we know many Floridians are focusing on how they will reach the resolutions they set. If you did make resolutions, what are they? Did you...
Are you in the midst of last minute planning as the end of the year approaches? Are you ready for the year 2022? Even with the pandemic continuing, most of us are busy finalizing our end of the year plans. As part of this planning,...
Did you know that Estate Planning Awareness Week is recognized in October? No matter your age or how much money you have, estate planning can be an important part of your financial health. Estate planning is critical for Florida residents who want to ensure their...
Did you know that, although Florida does not have its own gift tax, inheritance tax, or estate tax, the federal government does? It can be very important to be aware of those taxes in your estate planning. Let us review three tips to keep in...
Do you think that pet trusts are something for eccentric wealthy folks who dote on their pets? Think again! A pet trust can be a useful tool for anyone who owns a pet and wants to make sure their furry companion will be well cared...
You may not think you have enough assets for estate planning to matter. Perhaps all you have is your primary home. You may be a widow, with a few adult children who enjoy visiting you often with your grandchildren in tow. They all get along...
Do you have a new year’s resolution to handle estate planning, such as update your will or set up a trust, but do not know where to start? Let us review a checklist of 5 actions you can take to achieve your goals: 1. Catalog your...
How do you choose a nearby estate planning attorney? Choosing the right estate planning attorney for your family can be an essential part of planning for your future and preserving your legacy. Consider what is most important to you in this regard. Do you have...
Did you know romance scams, sometimes called “lonely heart” scams, often occur when scammers and bad actors attempt to financially exploit vulnerable people? This can be done in many ways, including online, by earning the trust of the vulnerable person through romantic manipulation and outright emotional deceit. Unfortunately, seniors...
Do you or your aging loved ones in Florida have your advanced directives completed? Your advance directives can be created as a part of your estate plan, or on their own, and can include health care advance directives, living wills and HIPAA authorizations, and a...