Reflecting on this past holiday season, if you were able to visit in-person with an aging parent, did it feel like this visit was long overdue? Even though technology has enabled many of us to remain connected, when we are present physically, there are certain things that are easier to notice in person. When you are...
As you reflect on the resolutions you made for the new year, did you include creating a Florida estate plan? We believe creating an estate plan is one of the most important New Year’s resolutions you can make this year. With an estate plan in place, you can be protected both during life and at the...
Are you considering giving gifts of money to loved ones this holiday season? Did you know that monetary gifts can impact Medicaid eligibility? In fact, if you needed to apply for Medicaid in the next five years, did you know that this could have significant consequences? If you answered yes to the previous questions, be aware...
Are you aware that in just a few short weeks, it will be 2022? It is fast approaching! Even as the pandemic continues to add a layer of complication to our plans, most of us are busy finalizing our end of the year plans. As part of this planning, is taking stock of what has happened...
Did you know that if there are changes in the tax laws, they could possibly impact your Florida estate plan? Are you keeping up-to-date in regard to any impacts from current or pending legislation to your Florida estate plan? At our law firm we focus on the specific needs of Floridians who need assistance with estate...
The end of the year is here. We know, as 2021 quickly comes to a close, there are many things that you have on your to-do list. From spending time with family to making plans for the new year to ensuring that you are able to accomplish what you wanted to during this year, there is...
The holiday season is upon us, and loved ones are busy coming up with the perfect gifts to give family and friends. While gift giving can bring a great deal of joy, both to the recipient and the giver, did you know it can also assist in your Florida estate planning goals? It can be doubly...
Long term care continues to be a topic that many Floridians simply do not know enough about and do not know how to protect themselves against its costs. “Long-term care” deals with the issues surrounding the advanced aging process. From mobility and cognitive challenges to relocation and potential loss of net worth, it is a serious...
There is much in the news today surrounding the proposed state and federal tax changes that will impact our Florid estate planning strategies. From the possible removal of both the step up in basis planning technique to the removal of grantor trust planning, at times there can appear to be little to remain positive about. For...
The federal tax law continues to be in a state of flux. On both sides of the aisle, there is bickering over how Americans should find ways to get out of debt and fund the ongoing pandemic relief efforts. While the current administration agrees in part, there is equal movement on its side to find ways...