Many people set up a Trust to avoid probate, thinking their loved ones won’t have to deal with the court process after they pass away. But in Florida, even if a decedent had a Trust in place, their beneficiaries may…
Takeaways Updates to Medicare coverage in 2025 include higher costs for Parts A and B, a new option to pay for Part D prescription drugs on a monthly basis, and a cap on out-of-pocket costs for prescription drugs. In addition,…
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,…
When it comes to life insurance policies, naming a beneficiary is more than just a formality—it’s a crucial step to ensure your loved ones are protected and avoid unnecessary complications in the future. For blended families, this choice can be…
Dear Valued Clients, As we approach the season of gratitude and reflection, I want to take a moment to personally thank you for the trust you have placed in our firm. For nearly 35 years, it has been our privilege…
Aging brings a unique set of challenges, from navigating healthcare options to protecting financial assets and ensuring long-term care needs are met. When it comes to securing a sound future, the guidance of a specialized professional—an elder law attorney—can be…
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion Effective January 1, 2025, you will be able to make individual gifts of up to $19,000 in the calendar year…
Your Pet May be Family to You, But the Law Sees It Differently! Our pets give us unconditional love, companionship, and loyalty—they’re truly part of the family. But have you ever thought about what happens to them when you're no…
Keeping track and making sense of government policies and presidential candidates’ promises can be daunting during any election year. This year is no exception. Consider Social Security and Medicare, two 2024 election issues that are top of mind for older…
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries…