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Your Estate Plan: 10 Reasons To Review

Your New Year’s Resolutions Should Include An Estate Plan Review Since tax codes, health, relationships, and assets can change, all affecting the integrity of your estate plan, you need to review it every five years. And, since January is often a time to review, reflect, and do, it’s the right time to re-assess your estate plan. to make sure it still meets your goals. Here are some reasons you may need to modify your estate plan: There has been a change in your marital status (many states have laws that revoke...

Posted by on Jan 10, 2017

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Estate Planning

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Senior Safety In The Winter

Seniors Vulnerable During Winter Season Although winter in Florida doesn’t bring snow and ice (that’s why we live here), senior safety is still important. Seniors and people with disabilities are particularly vulnerable during this season and should take extra precautions to be prepared for whatever Mother Nature conjures up. Senior Safety Tips for Caregivers and Friends: Check-in on elderly family and neighbors. If you’re at all concerned about someone’s safety, don’t let him or her put you off. Stop by if...

Posted by on Jan 7, 2017

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Uncategorized

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