by Jill Burzynski | May 28, 2021 | Blog, Estate Planning, News Article
Many people are new to Florida and many have moved to Southwest Florida over the past year. Not exactly a new trend but preliminary numbers are showing an acceleration of that trend. Many immediately ask some variation of the question “Are my out-of-state documents...
by Jill Burzynski | May 21, 2021 | Blog, Estate Planning, Trusts
Sometimes clients tell me they will not need to sign a Will. They believe they have taken care of asset transfers after death by adding their children to their bank accounts. They may even have added a child’s name to the title of their homestead by signing a...
by Jill Burzynski | May 6, 2021 | Blog, Estate Planning, Veterans' Benefits
If you have assets including real estate, savings, and investments and want to create an estate plan that will protect them and your family, our team can help. If you are a Veteran, you may be interested in exploring VA Pension or VA Compensation as part of your...
by Jill Burzynski | Dec 3, 2020 | Blog, Estate Planning
People often wonder why they can’t just do their own estate plan. There are will forms on the internet. Banks try helpfully suggesting you add your kids as pay-on-death to your accounts. What’s the big mystery? We view it like medical care. Yes, you can find...
by Jill Burzynski | Oct 23, 2020 | Alzheimers and Dementia, Blog, Estate Planning, Exploitation, News Article, scams
Financial elder exploitation has been called “the crime of the 21st Century” with one study suggesting that older Americans lost at least $2.9 billion to financial exploitation in 2010 by a broad spectrum of perpetrators, including persons they know and trust, as well...
by Jill Burzynski | Oct 2, 2020 | Blog, Caregiver Issues, Estate Planning, Exploitation, Guardianship, News Article, scams
A good Florida estate plan will always include planning for possible incapacity. A Durable Power of Attorney (DPOA) names a trusted person to make financial decisions for you, while an Advance Directive for Healthcare does the same for health decisions. But there...