Estate Planning for Moms
As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers are the ultimate protectors, the original “SHeroes” (female super heroes), the knot that keeps the laces together when everything really wants to just fall apart. As moms we guide,…
Read MoreWho Is Controlling Your Finances?
Exploitation of senior citizens is on the rise. Often we think of this in terms of scammers who call to steal money by using lies about past due bills and fake social security scams. While these scammers bombard seniors daily with a multitude of calls, they are not the only perpetrators that we need to…
Read MoreThe First Step in a Child Protection Plan
Do you know that child protection planning is a part of estate planning? Child protection planning encompasses much more than financial assets. The most important aspect of it is legally appointing a guardian who will care for your child in the event of a tragedy. As a parent, it saddens me to think that one…
Read MoreIf a Crisis Happens – Have a Plan You Can Trust!
A solid estate plan based on Florida law is meant to provide peace and comfort in times of need. Just like insurance, no one wants their estate plan to be needed; but, the truth is – life happens. Here are some things you can accomplish with an experienced Florida estate planning attorney: 1. Health Care Advance…
Read MoreDo I Really Need to Include Social Media in an Estate Plan?
Consider how much information you keep on your social media profile before dismissing the idea of including it as part of your estate. Adding it to your estate plan could ensure that the right family member controls those photos, fond memories, and even videos that would be lost forever if no one inherits them. If…
Read MoreA Comprehensive Durable Power of Attorney – Why does every adult need it?
Estate planning is much more than planning for the transfer of our assets upon our death. It is just as important to plan for our incapacity and who will access our assets for our benefit if we can’t. A comprehensive durable power of attorney is perhaps one of the most important planning tools we have.…
Read MoreIs a Revocable Living Trust Right for Me?
Revocable Living Trusts An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth transitions in the event of disability or death. The revocable living trust allows you to retain ultimate control of your assets and simultaneously provide your family with peace-of-mind. With…
Read MoreCoronavirus Aid, Relief, and Economic Security (CARES) Act
The Us House & Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act Here is information that individuals and business owners need to know now. Some of this information has been provided by our Congressman, John Rutherford, and some of it is from my review of the Act as well as the U.S.…
Read MoreEmbarking On New Adventures
Preserving Choices Provides Peace & Comfort
This short video provides information about how to preserve your choices by executing health care advance directives and the durable power of attorney.
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