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Hurricane Headaches

Headaches of Hurricane Season It’s that time of year again. Everyone holds their breaths and hopes for an inactive hurricane season.  It’s important to be prepared for a storm that may come through. This includes long term planning – such as making sure to have a good...

Summer Vacation

Summer, especially in Florida, is a great time to leave the heat and humidity behind and travel to (hopefully) places with a little cooler weather. Before traveling, I do recommend to send a copy of your health care surrogate and living will to your surrogates and...

Medicaid Planning

So often long time clients face unforeseen circumstances and can no longer live on their own. However, if a client has to move into an assisted living facility or nursing home, their assets can be quickly depleted paying for these facilities. Luckily, Medicaid is a...

Lessons from an Attorney

Lesson 1 – Don’t wait The first lesson I have is – DON’T WAIT. It’s easy to think you’re invincible (me included), but I have seenmultiple times clients are in the middle of the estate planning process, but never execute theirdocuments. The new documents...

Revocable vs. Irrevocable Trust

Occasionally clients will ask me if they want a revocable trust or an irrevocable trust.     Most of the time the answer is a revocable trust – but it takes extensive discussion to determine your goals, priorities, and situation to make that decision.    What is the...