Monthly Archives: February 2024
Property Tax Benefits for the Elderly and Disabled
Property taxes can be a significant drain on your resources. Fortunately, the state of Florida offers various property tax benefits for the elderly and disabled. They include exemptions and discounts for eligible residents. These benefits are designed to reduce the financial burden on eligible residents and provide them with tax relief. In this article,… Read More »
The Five Most Important Estate Planning Documents
The five most important estate planning documents include: Your will A trust Powers of attorney Advanced medical directives Beneficiary designations These five documents combine to form a foundational estate plan and make it easier for your loved ones to manage your care and finances if you become incapacitated or pass away. While it can… Read More »
Estate Planning After Gray Divorce
A disproportionate share of divorce cases involve people over 50. On the one hand, gray divorce can be a relief. A main motivation behind this phenomenon is people realizing that, now that their children have grown up, life is too short to stay in an unhappy marriage. Of course, for every recently divorced senior… Read More »
How Long Can a Retired Millionaire Survive in Florida?
Sure, you have heard all the gloom and doom in the news about how households with an income of $100,000 per year are living paycheck to paycheck, but that does not apply to you. One of the nice things about being old is that you don’t have to worry about all the problems that… Read More »
