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…
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,…
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….
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…
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…
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…
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…
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….
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…
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…
