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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

 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...
Do I Need a Qualified Income Trust?

Do I Need a Qualified Income Trust?

If you or a loved one needs long term care, you might have to rely on the Medicaid program to pay for most of the cost of that care.  Since nursing home care on average costs over $10,000 per month in Florida, most people do not have enough income to pay that without...