Monthly Archives: January 2023
Medicaid Planning Protects Your Life Savings And Offsets Long-Term Care Costs In Florida
You work hard all your life to provide for your loved ones and to put money away for the future. Unfortunately, with aging often comes the need for increased help both in terms of your health and in performing even basic household tasks. For many older adults, long-term care is eventually needed. However, it… Read More »
Five Types Of Detailed Distributions You Can Make Through A Trust
Trusts play an important role in estate planning, providing tax benefits, and can aid in protecting assets by assuring Medicaid eligibility. Another major, yet often overlooked, benefit is that a trust also allows you to make more detailed distributions among your heirs. Our Tampa trust attorney provides five common examples of how clients and… Read More »
Four Estate Planning Goals To Set For 2023
Estate planning is important for everyone, regardless of financial status. It aids in protecting your current assets, allows you to make provisions for unexpected events, and helps in ensuring both you and those you love are provided for in the future. If you are unfamiliar with estate planning, the idea of it may seem… Read More »
New Year’s Tax Planning Tips
The end of the year typically involves a flurry of activities, most of which center around preparing for the holiday season. For many people, while attending to end-of-year tax planning is important, it is also easily forgotten or at the bottom of to-do lists. Now that a new year has begun and your mailbox… Read More »