South Florida Estate Planning News
Recent Posts and Articles
How to Protect Your Family’s Financial Risk
Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments. Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.
Read More Responsibilities of Successor Trustees
Many people becoming trustees for the first time have asked questions such as “What is a trust?” or “What taxes must I pay as a trustee?” or “Am I required to file annual reports with a court?” Most people have had little experience with trusts.
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Alzheimers
“Among the challenges are moments of joy.” Some of the terrific information contained in the site includes “life with Dementia”, Taking Action, Clinical Trials, Caregiver information, etc….
Alzheimers.gov is managed by the National Institute on Aging (NIA) at the National Institutes of Health (NIH)
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Protect Yourself from Fraud
Whether it’s guilting you into investing, instilling fear in you, or giving you the impression that they are professionals, con artists know exactly how to persuade you. Don’t rush yourself and don’t allow others to rush you. Take your time when making investment decisions, remain skeptical of unsolicited offers or offers that seem like they are too good to be true, and be sure that your money is always accessible.
Read More Understanding the Four C’s of Elder Law Ethics
There are several reasons why lawyers need to meet with your family member or friend alone for at least a part of the case evaluation process, so please don’t be alarmed or offended if you are asked to leave the room.
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A Year Of Covid, The Challenges And The Triumphs
You should be proud of yourself for any degree of victory that you have accomplished during these times, it wasn’t easy!
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Snowbirds to get Florida Covid Vaccine
When it comes to the vaccine for COVID-19, snowbirds are equal to the rest of us.
Senior visitors spending the winter in Florida, (including some just entering the state looking for the vaccine?) along with seniors who live in the state full-time and those with medical conditions, can get the vaccine here.
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How to Celebrate Holidays with Seniors 2020
Although we really want a big family celebration where we can all celebrate the holidays together, that might not be the best idea right now. Many families are understandably trying to find other ways to be able to connect with our silver-aged loved ones during the holidays.
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End of Year Taxes and Charitable Donation
As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, Congress created a one-time $300 charitable deduction for people who do not itemize on their tax returns. To qualify, you must give cash (including paying by check or credit card) to a 501(c)(3) charity. G
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Its Medicare Advantage Season
Now is the annual opportunity to change medicare coverage. From Oct. 15 until Dec. 7, enrollees can shop Medicare’s marketplace for the prescription drug and Advantage plans offered by commercial insurance companies. They can also switch between fee-for-service original Medicare and Advantage.
And they will have plenty of choices: Next year, the typical Medicare enrollee will be able to choose from 57 Medicare prescription or Advantage plans that include drug coverage, according to the Kaiser Family Foundation.
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