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Plan Ahead for Aging Alone

Plan Ahead for Aging Alone

An often-overlooked aspect of the aging process relates to those without close relatives.  According to a 2021 Census Bureau report, there are 22.1 million seniors living alone.  Furthermore, the trend has been growing in recent years.  The same report found 15.2...
Informal Estate Plans Bring Problems

Informal Estate Plans Bring Problems

Have you ever thought you could just skip estate planning documents? There are potential traps in trying to DIY your legal work. Often, clients think they have solved their division of assets (after their death) by making up an informal estate plan of their own...
Common Mistakes in Estate Planning

Common Mistakes in Estate Planning

Estate Planning is one of the crucial steps you can take to help secure your family’s financial security.  Many people unknowingly make costly mistakes during this process.  You must understand the risks and pitfalls in order to avoid these errors.  In this blog...
DPOA and Medicaid Planning in 2023

DPOA and Medicaid Planning in 2023

 How a Florida Durable Power of Attorney Helps in Medicaid Planning A Durable Power of Attorney (DPOA) is a document that gives a trusted person of your choosing, the “Agent”, legal authority to act on your behalf regarding financial matters.  A DPOA withstands...