Estate Planning for a Vacation Home
If you are fortunate enough to own a vacation home, you need to figure out what will happen to it after you are gone. Many people in this situation hope to keep vacation homes in the family. Guaranteeing that can…
Deducting Long-Term Care Insurance Premiums in 2025
The population of older adults in the United States has been growing steadily in recent years. According to the U.S. Census, the number of Americans who are age 65 and older grew more than 9 percent in just three years,…
Navigating Family Dynamics in Health Care Planning: Ensuring Peace and Clarity
Health care planning is a vital aspect of ensuring your wishes are respected when you’re unable to make decisions for yourself. However, selecting a health care surrogate and communicating your desires can be fraught with emotional and relational challenges—especially in…
Love Your Pet Day: Estate Planning and Your Companion Animal
Having a pet comes with many benefits. Pets may offer companionship and loyalty while quality time with your pet can decrease your stress levels. They can teach your children about responsibility and emotional skills. Their presence can also encourage you…
How Florida’s Emergency Contact System Saves Lives and Prevents Delays
In moments of crisis, time is of the essence. Whether it’s a car accident or a medical emergency, getting in touch with loved ones quickly can make a world of difference. Florida’s Emergency Contact Information (ECI) system addresses this critical…
Is Your Estate Plan Ready for 2025? What You Absolutely Must Have and What You Need to Avoid
As we approach 2025, now is the perfect time to review your estate plan. Changes in laws, family dynamics, or financial circumstances can leave your plan outdated or ineffective. Whether you’ve just started thinking about estate planning or already have…
Dementia Diagnosis? Now What? (How to Protect Yourself and Loved Ones)
A dementia diagnosis can feel overwhelming—for the individual diagnosed and for their loved ones. Questions about care, finances, and the future often come rushing in, leaving families unsure of where to begin. The good news is that with proactive planning,…
Who Will Speak for You? Choosing Your Advocates for Health and Wealth Decisions
Life is full of unexpected twists, and while we can’t always predict the future, we can plan for it. Imagine this: you’re unable to make decisions about your health or finances due to an illness or injury. Who will step…
Can Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much…
The Trust Factor: Building an Estate Plan that Protects, Preserves, and Delivers
When it comes to securing your legacy and ensuring your loved ones are cared for, trusts are one of the most powerful tools in estate planning. Whether you're looking to avoid probate, reduce taxes, or protect assets, a trust can…