While your parents may take care of themselves just fine financially, they could be close to an age where they have trouble managing their finances by themselves. Is it time for you to step in and offer a bit of assistance? Kiplinger touched on the topic to help adult...
Probate is a process that, depending on your circumstances, can go by without pain. Communication that is clear and making an estate plan that is concise before death may have everything attended to before you know it. With life events like the passing of a loved one,...
Many people realize that the revision of an estate plan is necessary following the birth of a child or the end of a marriage. However, there are many other major changes in life that necessitate the revision of an estate plan. We will review some of these significant...
Elder Financial Abuse Elderly people are often the target of money scams and abuse, sometimes at the hands of their own loved ones. The belief is that age-related cognitive decline makes a person more susceptible to financial scams and coercion, with sometimes...
If you have a senior spouse or other loved one as a beneficiary in your Florida will, you could inadvertently make them ineligible for government programs, such as Medicaid. We often assist clients in creating special needs trusts that help loved ones maintain...
Having elderly parents often means you take on certain responsibilities. You help them program phone numbers into their smartphones and navigate through 200 cable television channels. However, sometimes you have more difficult tasks, such as talking to them about...
