What are the key takeaways to the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) from an estate planning perspective? Until December 31, 2020,
Key Estate Planning Documents: Should You Have a Durable Power of Attorney? There are many estate planning documents that you should consider when formalizing your
The federal stimulus package announced last week includes sending every American a check to offset lost income from the coronavirus crisis. Unfortunately, scammers wasted no
Many of my clients’ main concerns is to avoid probate. One option to do this in Florida, other than a revocable living trust, is an
With the 2018 tax season underway, the IRS reminds seniors to remain alert to aggressive and threatening phone calls by criminals impersonating IRS agents. The
Choosing an In-Home Caregiver – Things to Consider As we age, most of us want to continue to live in our own homes for as
How to prepare for combining your home with multiple generations More and more parents are moving in with their adult children, and the trend probably
The estate tax has also been referred to as a “death tax” and is relatively simple. Here is how the estate tax works: Generally, if
The New FINRA Rules and the Effect on Senior Financial Abuse. Seniors and even some adults all over the United States are constantly faced with
It’s that time of year again! Time to make New Year’s Resolutions like losing weight and saving more money. Whatever your resolution, I recommend that
