Estate Planning Blog

We provide a concierge level of service when planning for your legacy.

Book an Initial Call

What Do Elder Law Attorneys Do?

November 3, 2021
Elder law attorneys can help with a long list of legal matters that seniors often face…
Read More

How Does Medicaid Count Assets?

November 2, 2021
Although the Medicaid system may be a generally recognized public benefit, the intricacies of the program usually do not become relevant to individuals, until they face the need to use it.
Read More

The Importance of Living Documents

October 29, 2021
The importance of having living documents as part of your estate plan cannot be over emphasized. This short video covers the important living documents that are a necessary component of every estate plan. You can learn more by visiting our webpage: You can also learn more by reading the FL Bar's consumer phamphlet on […]
Read More

What Should Small Business Owners Know about Estate Planning?

October 29, 2021
Small business owners have their hands overflowing with issues, and they devote most of their time to matters related to the smooth running of the business. Having no time to think about other matters, they do not bother about estate planning for them.
Read More

Will Inflation Ruin My Retirement?

October 28, 2021
As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.
Read More

Guardianship vs. Living Documents

October 27, 2021
To say there’s intense international interest over how pop star Britney Spears lost control of her estimated net worth of $60 million, as well as most of her personal and medical decisions, would be a gross understatement.
Read More

What Is a Dynasty Trust?

October 26, 2021
If you want to protect your family’s legacy from unnecessary taxes, divorce and creditors over the course of many generations, a dynasty trust could be your best friend.
Read More

Is a Rollover IRA a Good Idea?

October 25, 2021
With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.
Read More

How are Alzheimer’s and Dementia Different?

October 22, 2021
A better understanding of dementia will help you (or a loved one) get the right diagnosis and treatment.
Read More

What is a Comprehensive Estate Plan?

October 21, 2021
When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving website
Read More

Book an Initial Call

Schedule an available time to speak with us. We look forward to meeting with you!
Book an Initial Call

Join Our eNewsletter

Stay informed and updated by subscribing to our eNewsletter!
Subscribe Now!
Integrity Marketing Solutions - Estate Planning Marketing
Powered by