Blog

The Sandwich Generation and Caregiving Stress

Caring for aging parents and your own children can be a challenge, as you may find yourself “sandwiched” between generations. You may…

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Estate Planning for High-Net-Worth Families and Judaism

It can be challenging to manage and distribute the assets of families with high net worth due to their businesses, real estate,…

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A Guide to Understanding Probate, Whether a Will Is in Place or Not

There is no doubt that most people have heard of the probate process, which takes place in probate court after someone dies….

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Protect Your Home with Medicaid Planning

Most people’s most valuable property is their home, and you want your children to inherit that value after you die. However, you…

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Special Needs Trusts and SECURE Act

Individuals of any age with disabilities can establish a special needs trust, also known as a supplemental needs trust, to maintain eligibility…

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Getting Your Family Prepared for the Unexpected

When you plan for the unexpected, you ensure that your affairs are in order in case of an accident, an illness, or…

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An Overview of Trust Types

Many people may think trusts are only for wealthy people, but trusts are useful tools for estate planning of all sizes. They…

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Guardianships are Avoidable with a Durable Power of Attorney

In Florida, a conservatorship is known as guardianship in the court of law. A conservatorship is a legal guardianship of an adult….

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Keeping Seniors Connected to Avoid Loneliness

Most of us aspire to live a long and healthy life. While we admire senior citizens for their wisdom, their long life…

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A Guide to Purchasing Housing for People with Special Needs

Buying a home can be a long and complex process, even when everything is going well. For those with physical or developmental…

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