May 25, 2020 | Blog, Estate Planning
Did you know according to one estimate, there are more than 40 million family caregivers in the United States? This means that there are millions of people with different stories, different perspectives and different needs. It also means there are millions of people...
May 20, 2020 | Blog, Estate Planning, Uncategorized
We know that there is so much going on in your life right now. From social distancing to remote working to kids being out of school, you have a lot on your plate. If you add into that caring for an aging parent or grandparent, or even yourself, you may find yourself...
Apr 29, 2020 | Blog, Estate Planning, Uncategorized
Every year, the world celebrates Parkinson’s Awareness Month in April. Whether we are in quarantine or not, this month aims to raise awareness about Parkinson’s Disease. Every year, we shed light on this disease that has no cure and no treatment. We look...
Apr 27, 2020 | Blog, Estate Planning
Recent legislative changes to laws impacting tax-advantaged retirement accounts like 401ks and IRAs have caused many prospective Florida retirees and estate planners to scramble for alternatives. Fortunately, the charitable remainder trust offers an off-ramp for some...
Mar 23, 2020 | Blog, Estate Planning
Are you a family caregiver? Are you caring for an aging Florida senior? Often, even when we are inundated with information, the right knowledge from a trusted source can put our minds at ease. We can no longer ignore the fact that the Covid-19 virus is spreading...
Mar 11, 2020 | Blog, Estate Planning
Having an estate plan is an essential part of planning for yourself and your loved ones. A Florida estate plan helps to both create a legacy for you and ensure that your final wishes are respected. While it takes care of many things after your passing, it also...
