Category Archives: Estate Planning
A Closer Look at Living Wills
A living will is one type of advance directive that makes up part of a complete estate plan. With this document, a client can decide ahead of time what kind of lifesaving treatment he or she wants in the event of incapacity. Many clients are grateful for the control that a living will provides… Read More »
Estate Planning & the Coronavirus
A new coronavirus has caused a global pandemic, and thousands of Americans have already been infected. This virus is a clear threat to The Villages, which has one of the oldest populations in Florida. Now is the time for those without an estate plan to meet with a qualified attorney to discuss their options…. Read More »
Choosing a Caregiver for Your Pets
We have written before about how our clients can provide for their pets through the creation of a pet trust. This trust works basically like any other trust. Our clients deposit money or assets into a trust and designate that they should be used for the benefit of their pets. A pet trust can… Read More »
How to Pass Your Home On: Considerations for Women Homeowners
A recent story in the Orlando Weekly caught our eye. According to one study, when judging female home ownership, The Villages ranked as the #1 metropolitan area in the entire country. The study looked at the ratio of female home buyers to male home buyers and found that in 2018, 406 men purchased homes… Read More »
How the SECURE Act Could Affect You
President Trump’s SECURE Act went into effect on the first of this year. The act, which is an acronym for Setting Every Community Up for Retirement Enhancement, is expected to generate about $16.4 billion in revenue over the decade. In particular, it will generate government revenue by limiting the ability of people to receive… Read More »
New Guardianship Bill Could Protect Florida Seniors
Legal guardians play an important role in the life of our senior citizens. When a person can no longer take care of themselves or make legal decision, then another person can step in and fill that role. In many situations, guardianship involves a spouse or child taking over an elderly person’s affairs. However, anyone… Read More »
Challenges Posed by Digital Assets
A properly drafted estate plan should dispose of a person’s assets when they die. However, Americans are increasingly owning more and more assets that are not tangible. These digitals assets are real assets, sometimes worth considerable amounts of money, and they must be left to somebody. Below, our estate planning attorneys in The Villages… Read More »
Changes to Social Security in 2020
A new year brings changes to Social Security benefits that tens of millions of Americans rely on. For 2020, seniors can expect to receive more in their benefits check and to be allowed to earn more before the Social Security Administration (SSA) deducts benefits. Below, we highlight some of the more significant changes that… Read More »
How Do You Get Better Nursing Home Care for Your Loved One?
Moving a loved one to a nursing home is a difficult decision for many. Not only do many seniors experience feelings of guilt, but it can be difficult to truly check up on a loved one who is no longer living in your home or with family members. When loved ones move into a… Read More »
Watch Out for Romance Scams
Many seniors have recently lost a spouse or have divorced and are feeling lonely. This is perfectly normal and one of the challenges of aging. Unfortunately, predators are well aware of this fact and take full advantage, perpetrating romance scams that can cost many seniors thousands of dollars. One scam that came to light… Read More »
