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Blog Posts in February, 2015

Religion and the Florida Health Care Advance Directive

A Florida health care advance directive – also known as a Florida health care power of attorney – allows you to detail in writing your instructions and desires for those who will be making ...
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How to Get a Handle on Budgeting for Retirement

One of the most difficult tasks in planning for retirement is trying to accurately gauge what your living expenses will be once you do finally retire. While it is fairly easy to eliminate line items ...
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What Is a HIPAA Release and Why You Need One

Congress passed The Health Insurance Portability and Accountability Act (HIPAA) to protect your private medical information and to create a secure way to share health information among providers and ...
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A Trust You Control: The Florida Revocable Trust

Trusts can be useful asset protection tools, but there are several different kinds of trusts available under Florida law. A revocable trust is created during your lifetime, and can be changed as long ...
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Spendthrift Provisions and the Florida Trust Code

In 2006, the Florida legislature overhauled the legal code governing Florida trusts. As part of that overhaul, they included a statute that provides a codified spendthrift provision for Florida ...
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How You Can Avoid Probate in Florida

Probate is a legacy no one should leave – and thankfully, most people do want to spare their heirs the time-consuming, costly and lengthy process of having to go to probate court to transfer ...
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The 5 Most Commonly Underestimated Retirement Expenses

Retirement is the goal of millions of Americans and planning for that day entails creating a working budget you can adhere to in retirement. When making your budget, you should consider the five most ...
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The Role of a Florida Health Care Surrogate

It’s human nature not to want to plan ahead for things we don’t want to face, like our own death or an illness that may incapacitate us to the point where we need someone to step in and ...
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How to Withdraw Retirement Money Early Without Penalty

Early withdrawal penalties on retirement accounts are there for a good reason – to help you save for retirement, when you will no longer be earning a regular income. However, sometimes economic ...
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The Difference Between Estate Tax and Inheritance Tax

Inheritance tax and estate tax are in fact two very different things. While both usually diminish the overall value of the estate, one taxes the beneficiaries and the other taxes the entire estate. ...
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How Assets Are Protected in an Offshore Trust

The first thing you should understand when considering an offshore trust are the changes that occur in how the trust assets are protected and managed. The assets you place in an offshore trust will ...
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How to Plan for an Early Retirement

While there are lots of people who want – or, in some cases, have – to work well past retirement age, there are probably more of us who are looking forward to the day when all our days are ...
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4 Problems New Florida Residents Can Avoid By Updating Their Estate Plans

With our sunny weather and beautiful beaches, Florida has long been a haven for retirees and others seeking shelter from northern climates. While moves to Florida are common, most people who relocate ...
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3 Ways to Help Aging Parents with Finances

Many Americans with children still at home find themselves becoming part of what is known as the sandwich generation – raising children while also being a caregiver for aging parents. One of the ...
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The 5 Excuses That Can Kill Your Retirement

Planning for retirement entails saving for retirement, and too many of us have plenty of excuses why we’re not doing either. Here are five common excuses people use for neglecting their ...
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5 Key Considerations for Long-Term Care Planning

Currently it is estimated that 70% of Americans over the age of 65 will need long-term care services at some time, according to the U.S. Department of Health and Human Services. Medicare only covers ...
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6 Tips for Protection Against Elder Financial Abuse

The incidence of seniors who are victims of financial continues to rise in Florida, whose large elderly population makes the state a targeted location for identity thieves and others who prey on the ...
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Different Compensation Options for Caregivers to the Elderly

It is estimated that there are more than 40 million Americans who are providing some level of care giving services for an elderly relative. Taking on this responsibility often means that caregivers ...
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Tips on Choosing a Florida Health Care Surrogate

A Florida Health Care Surrogate is the person you choose to make medical decisions on your behalf, in case you become incapacitated and cannot make them for yourself. This should not only be a person ...
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Estate Planning Tips for New Florida Residents

Now that the Florida economy has regained its momentum, people are flocking back to the Sunshine State in larger numbers than ever before. In fact, current research shows that Florida adds about 700 ...
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