-
-
-
4 weeks ago
-
October is here, we're enjoying the milder fall weather, and the holidays are just around the corner.
During this time when tricks and treats are on our minds with fun traditions, it's important to remember that the biggest gift you can give yourself and your loved ones is peace of mind through e... [read more]
-
-
-
-
2 months ago
-
Well, it's officially fall, kids are back in school, football season has kicked off, pumkin spice seems ubiqitous, and it's a great time to focus on the basics of Estate Planning to help you and your family enjoy the seasons in your life more.
Estate Planning is a process through which you plan f... [read more]
-
-
-
-
3 months ago
-
It might still feel like summer, but we're starting to see the promise of fall and the start of hurricane season. Children are returning to school, we're having some milder weather in the mornings and evenings, and the fall merchandise on display in stores reminds us of shift into a new season. Ther... [read more]
-
-
-
-
6 months ago
-
This month, as we've celebrated the mothers in our lives, we're also reminded frequently that life has a lot of ups and downs. The joyous celebrations of graduations, weddings, anniversaries, birthdays, baptisms, and even retirements give us the chance to enjoy happy milestones. Additionally, the mo... [read more]
-
-
-
-
6 months ago
-
Takeaways
The demand for long-term care services is rising due to an aging population and a shortage of health care professionals.
The costs of long-term care have been escalating, including in-home care, assisted living care, and nursing home care.
As most of us go through our daily rout... [read more]
-
-
-
-
8 months ago
-
You don’t have to be actively using health care services to claim the deduction. It is available from day one, even if you don’t need health care immediately upon moving in.
The percentage of CCRC fees considered deductible can change from year to year, depending on the CCRC’s costs. Differen... [read more]
-
-
-
-
8 months ago
-
Takeaways
Guardianships may be necessary to protect individuals with cognitive impairments, but they can also limit personal freedom and autonomy.
Wendy Williams’ guardianship case highlights the importance of legal representation and proactive estate planning.
Dementia is on the rise and... [read more]
-
-
-
-
10 months ago
-
Despite challenges and uncertainties, a new year brings with it the promise of new opportunities. There's something wonderful about the start of a new calendar year, the idea of a fresh start, and the hope for the happy times it can offer us, our families, and loved ones. New opportunities, resoluti... [read more]
-
-
-
-
11 months ago
-
One of the top reasons many of our clients consistently give us for creating, or updating, their Estate Plans is to have peace of mind for themselves, their families, and loved ones.
By addressing practical concerns, such as protecting their families in the case of an emergency or death, and bein... [read more]
-
-
-
-
1 year ago
-
After a long hot summer, we're starting to see the promise of fall and the start of hurricane season. Children are returning to school, we're having some milder weather in the mornings and evenings, and the fall and Halloween merchandise on display in stores reminds us of shift of seasons. There's a... [read more]
-
-
-
-
1 year ago
-
We are definitely in what are referred to as the "Dog Days" of summer here in northeast Florida.
As this very hot and humid summer is moving along, many of us are enjoying the typical rituals of celebrating holidays, going on vacations to the beach or mountains, and attending weddings and other c... [read more]
-
-
-
-
1 year ago
-
We enjoy hearing from our clients about how Estate Planning benefits their lives, and it's rewarding to hear about times when the documents and plans we create for them help a difficult situation and improve good ones.
Being prepared for, and having the ability to handle a crisis, is a top benefi... [read more]
-