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CORONAVIRUS AND YOUR ESTATE PLAN

The global pandemic of COVID-19 has all of us facing our own mortality.  Some of us are realizing that we do not have the basic estate planning documents. To protect yourself and your loved ones now’s a good time to

Posted in Advanced Directives, Elder Law, Elder Rights, End of Life, Estate Planning, Living Trust, Will

Estate Planning When You Live in Two States

Some lucky retirees split their time between two different states. You do not need separate estate planning documents for each state, but it may make sense to do so.  While your Will should be from the state that is your

Posted in Advanced Directives, Elder Law, Estate Planning, Living Trust, Will

The New Secure Act IRA Law

The Secure Act was signed into law on December 20, 2019, by President Donald Trump.  This new law ends the availability for beneficiaries of inherited IRAs to stretch the tax-deferred and/or tax-free growth of the assets within it over the

Posted in Consumer Law, Estate Planning Taxation, Taxes

What are the Basics in Estate Planning.

ESTATE PLANNING ESSENTIALS In Florida, an estate planning attorney can help with the completion of four very important documents that are necessary such as a:  last will and testament with or without guardianship depending on a scenario where there are

Posted in Choosing Your Lawyer, Estate Planning, Estate Planning Taxation, Uncategorized

Why Pay for an Estate Planning Attorney?

We all know that you can find “Do It Yourself” Wills online. We all know that it costs less money to do your own estate plan than to hire an attorney. But… what if you press the wrong key when

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Posted in Choosing Your Lawyer, Estate Planning, Probate and Guardianship, Will

Do You Know How to Choose a Nursing Home?

Few decisions are more difficult than the one to place a spouse or parent in a nursing home.  Most families try to care for a loved one at home for as long as possible, only accepting the inevitable when no

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Posted in Elder Law, Estate Planning, Medicare, Probate and Guardianship, Will

Nursing Home Realities

NURSING HOME MYTHS AND REALITIES Many of my clients are worried about long-term costs if they ever need a nursing home.  Most do not have any type of long-term care insurance. These clients typically ask: Will the nursing take my

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Posted in Elder Law, Elder Rights, Estate Planning, Medicare

Embrace Your Season of Life

Facing the Realities of Aging Getting older is definitely not a cakewalk.  If there is one thing that is true for every living person on this planet it is that we all get older and eventually die.  No one yet

Posted in Advanced Directives, Choosing Your Lawyer, Elder Law, End of Life, Estate Planning, Will

End of Year Checklist

Annual Reminders The end of the year is a great time to review various aspects of your estate and financial plan.  Request a free credit report through annualcreditreport.com Consider placing a fraud alert on your credit cards. Create or update

Posted in Advanced Directives, Choosing Your Lawyer, Elder Law, Estate Planning, Living Trust, Probate and Guardianship, Will

Have You Completed Your End of Year Planning?

2019 Year-End Estate Planning Family Meeting: Now might be the time to have an end of year family meeting to help coordinate financial and other matters with your children and grandchildren.  Frank discussions about inheritance and your wishes if you

Posted in Estate Planning

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
629 N. Dixie HWY
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667