Tag Archives: Florida Asset Planning
How Your Estate Is Distributed If You Die Without A Will
It is sometimes said that by failing to plan, a person is planning to fail. This is often the case when a person dies intestate and his estate is divided up without regard to what the person would have wanted. Making a will does not always have to be a complicated or even expensive… Read More »
Things to Consider Before Writing Your Will
It may be difficult to think about death, but it is important for your sake and the sake of your loved ones to prepare for that eventuality by making a comprehensive estate plan that may include a will. However, there are some things that you should think about before sitting down to write your… Read More »
What is a Medicaid Penalty Period?
When it comes to Medicaid, you may have heard talk of a “penalty period.” It is a real problem for some seniors hoping to use Medicaid to pay for long-term care. Here, we will address how a penalty period works and what can be done to minimize the effect of a penalty period. Who… Read More »
Rising Costs of Long-term Care Threaten Retirement for Many Americans
Many Florida residents know that long-term skilled nursing care is getting expensive – really expensive. And if you have looked at the statistics, then you know this trend is only going to get worse over the next 20 years. While this is disturbing for those already well into their retirement years, it is becoming… Read More »
Florida College Savings: A terrific way to give
For Florida seniors looking to lower their taxable estate, annual gifts may be just the ticket. Many seniors wonder about this because not too long ago estate taxes were a real threat to upper middle class earnings. This is not as true these days, as the maximum exclusion limits risen significantly. Nevertheless, there are… Read More »
