Critical Care Insurance and Your Estate Plan
If you are responsible enough to create an estate plan and prepare for the future, you’ll want to consider whether... Read More
Financial Planning Blog
A Divorce Will Complicate Your Estate Planning Efforts
In an ideal situation, married couples in Florida create their estate plans well in advance of needing  them and never... Read More
Estate Planning If You’re Wealthy, Your Retirement May Not Come at All
For many baby boomers, retirement planning has long been about saving enough so that you can reach the age of... Read More
Retirement Planning 3 Baby Boomer Facts That May Surprise You
A recent Wall Street Journal MarketWatch article raises some interesting points about the baby boomer generation and how their impending... Read More
Elder Law What Does it Mean to be Incapacitated in Florida?
A good estate plan gives you the ability to make important decisions that only you can make, as well as... Read More
Incapacity Planning Estate Planning Fiduciary Roles Making Tough Choices [Infographic]
Creating a comprehensive estate plan requires you to make some very tough decisions. Deciding who will receive which assets make... Read More
Estate Planning Common Questions About the Property in RLTs
People in Florida who create an estate plan will often include a revocable living trust, also known as an RLT,... Read More
living trusts, Trust Administration When Adult Children Live With Elderly Parents
In recent years it’s become increasingly common for families in Florida to live in multigenerational households. In many of these... Read More
Elder Law, Estate Planning Giving Your Executor a Head Start
As part of your comprehensive Florida estate plan, you will have to create a last will and testament in which... Read More
Estate Planning Dementia a Threat to Those Under 65 as Well
Many people approaching retirement age create estate plans that can help them in the event they are ever diagnosed with... Read More
Elder Law Ohio Man’s Struggle Against Eviction Highlights Need for Careful Construction of Your Powers of Attorney
In June, several media outlets reported on the story of John Potter, a 92-year-old Ohio World War II veteran who... Read More
Estate Planning Managing a Trust With a Schedule of Assets in Florida
A trust operates on some very simple principles that, even though they are easy to meet and understand, allowed you... Read More
Trust Administration, Wills and Trusts