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Feb 02, 2021

Could a QIT help you qualify for Medicaid?

Though no one wants him- or herself or a family member to need long-term care, it is a real possibility for anyone. Even if you or your spouse is healthy now, a serious illness or…

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Jan 22, 2021

In what ways should a divorce affect an estate plan?

The decision to divorce will significantly affect finances, both immediately and well into the future. Both Florida spouses will have to adjust to new financial circumstances, and in the midst of all of the immediate…

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Jan 11, 2021

Necessary steps when settling an estate

After a loved one passes away, those left behind are typically tasked with the responsibility of making sure his or her estate is properly handled. Depending on the estate, this may include distributing assets according…

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Dec 28, 2020

Giving to charity as an estate planning strategy

For some Florida adults, planning for the future involves creating a plan for distributing their wealth in specific ways after they pass. One goal may be to give to a charitable organization, and there are…

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Dec 14, 2020

Now is the right time to start estate planning

Some adults do not take the time to plan for the future because they think it is not necessary in their situation. They may assume that since they are not wealthy, sick or at an…

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Dec 08, 2020

Could guardianship be right for your elderly loved one?

When an elderly loved one begins to show signs of not handling his or her affairs properly, it can be a difficult time for any Florida family. You may have concerns that someone will take…

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Nov 25, 2020

Mistakes in estate planning can lead to complications

Planning for the future is important for all Florida adults, but it is crucial to consider the implications of these decisions. Even a minor mistake with an estate plan can lead to serious complications for…

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Nov 06, 2020

The documents necessary to get an estate in order

People often delay estate planning because they assume it’s not necessary for their stage in life or their level of wealth. This process is not something only for the rich and elderly. Most Florida adults…

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Oct 27, 2020

What are the basic steps necessary to build an estate plan?

Everyone benefits from thinking ahead and planning for what could happen with their property and medical care in the future. No one wants to consider their own mortality or what will happen after their death,…

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Oct 16, 2020

Updates to estate plans are essential

Planning for the future by drafting certain documents is a prudent step for every Florida adult, but estate planning doesn’t stop there. Once there are plans in place, it is then essential to continue to…

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