Pursuing Peace Of Mind For You And Your Family

Month: August 2021

When should you review your estate plan?

When you first work on an estate plan, you may not realize one important factor: your maintenance will last longer than the creation of the plan itself. After the initial creation of the plan, you will have to continually maintain it throughout your life. But when...

Have you planned for estate taxes?

You work throughout your life to accumulate assets to (hopefully) pass on to your beneficiaries in Florida. Putting plans in place to avoid probate or settle liabilities prior to your death help to ensure the preservation of as many of those assets as possible. Yet...

Common estate planning mistakes to avoid

Estate planning can be a burdensome task that you might rather avoid, but it is an essential part of preparing for the end of your life. Your will or trust ensures that your loved ones have everything they need after you pass. As you prepare your estate documents,...

How may I plan for Medicaid and keep my assets?

Florida residents may qualify for Medicaid even if they have not yet turned 65. If you have a disability, however, you may apply for medical coverage regardless of age, as explained on the U.S. Government’s Benefits.gov website. If you currently care for a minor or a...