Wishing all of our Friends a Happy and Peace-Filled New Year!! It is not always easy (or possible) to do, especially if you are a parent or a caretaker, but consider these words as we launch head-first into this new year: “Remember to take care of yourself. You can’t pour from an empty cup.”… Read more »
As we say goodbye to 2021, we want to extend a huge and heartfelt ‘Thank You’ to all of you-our Clients, Friends, and Family-for all of the love and support throughout the year. It has been a true pleasure serving this community we are lucky to be a part of and we are looking forward… Read more »
Talking to family about Estate Planning can be anxiety inducing. Many put it off for years and not until an inciting event occurs, does the topic get broached. Here are some tips to talk to family members about Estate Planning: Involve other important family members/friends (eg. Siblings) Be transparent about why it’s important: Honesty, openness,… Read more »
Tomorrow is Thanksgiving! Wow! Today we are grateful for GATHERING. Many of us will gather this week with family and friends we have not seen in awhile. And while the hustle and bustle of the holidays can be a whirlwind, seeing loved ones again provides an opportunity to check in and see how everyone is doing…. Read more »
Have you all heard about the moving scam that is happening country-wide? Many of these scams are directed towards the elderly who require more assistance with moving and, therefore, feel they have no other choice than to give more money to make sure their homes are moved. This particular scam involves holding people’s valuables hostage,… Read more »
Is That Even a Thing?! If you live in the Sarasota area, you may be familiar with the local legend of Leona Helmsley, an American Businesswoman who famously willed her dog, Trouble, a $12 million trust fund. The matter spent years in court and ultimately the trust for the dog ended up getting $2 million… Read more »
A little recommended reading from your friendly neighborhood Estate Planning and Probate Law Firm! This book keeps coming up with clients, so we decided to do a quick post on it! So many of our clients are freshly retired, embarking on a new phase of life where they have more time to adventure. Staying mobile… Read more »
An important part of relocating to another state, that most people forget, is making sure your Estate Plan is updated. State-by-state differences in matters around tax, inheritance, marital property and more make a thorough review imperative. Florida Homestead Laws, for example, often mean out-of-state wills are no longer the most efficient or effective. If you… Read more »
If you are in the market for special needs housing, it is essential that you consider some important factors. The US Department of Housing and Urban Development (HUD) website lists state, local government, and other organizations that can help you. At the federal level, the agency also provides information about HUD’s Section 504 regulations that define federal financial assistance,… Read more »
Imagine a pair of aging parents who are farmers. They are getting on in years and are considering moving into a smaller place. One of the daughters and her husband help run the farm, but the rest of the siblings have moved away and they aren’t interested in returning. It’s now time to think about how… Read more »
