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Monthly Archives: October 2021

LongTermPlan

Medicaid Planning Strategies: Using Trusts To Protect Your Assets

By Laurie R. Chane |

While there is no doubt that creating an estate plan should be a priority for Floridians of all ages, many people tend to overlook a key issue as they start to get older: Long-term care needs. It is estimated that 7 out of 10 individuals will require some type of assistance in their lifetimes,… Read More »

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Your Florida Estate Planning Update Checklist

By Laurie R. Chane |

Just as you conduct seasonal chores, take your car in for routine maintenance, and keep regular appointments with your doctor, it is equally critical to review your Florida estate plan on a periodic basis. Still, even though you know the importance of updates, it can be difficult to determine exactly when or how often… Read More »

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