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ElderCouple

Affordable Internet Is More Important to Retirees’ Wellbeing Than You Realize

By Laurie R. Chane |

Despite abundant evidence to the contrary, the stereotype that the elderly and the Internet repel each other persists.  Yes, old folks are much more likely to head to the supermarket with shopping lists written on scraps of paper, while the younger generation keeps their shopping lists on the phone, editing them in real time;… Read More »

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DentalM

Medicare Dental Benefits Leave Seniors in the Lurch

By Laurie R. Chane |

Medicare, the program that provides basic medical care services to American seniors free of charge, has existed since the early 1960s; the first people to receive Medicare benefits were former president Harry Truman and former first lady Bess Truman.  A lot has changed since then.  If you want to scare your grandchildren, or perhaps… Read More »

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EstPlan

Is It Better If a Trust or an LLC Owns Your House?

By Laurie R. Chane |

Most people can only dream of owning a house, so you know that you are in a strong financial position if you own your home and are dreaming about ways to make it look like you do not own it.  In 2023, a quarter of single-family home purchases were by investors; therefore, many of… Read More »

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Trust

Spendthrift Trusts Are Your Best Defense Against the Florida Shuffle

By Laurie R. Chane |

If there were a simple cure for substance use disorder, your family would not be in this situation. As the parent of an adult who has struggled with drug addiction, your life is a roller coaster in which you cycle between empathy and emotional numbness, between hope and despair, and between blaming yourself, your… Read More »

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TPlanning

Revocable Trusts and Your Taxes

By Laurie R. Chane |

Establishing a trust is a big commitment. Depending upon your age and what you hope to accomplish by the trust, a revocable trust may  be the right choice for you. A revocable trust is just what you need if you are afraid of commitment.  You can modify the trust instrument and change the trustees… Read More »

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Beneficiary

Choosing a Beneficiary for Your IRA

By Laurie R. Chane |

The first step in building an estate plan, before you start making wishes, counting your money, or declaring your intentions not to share your prosperity with this or that person is to count your blessings.  You have a family, and you have a retirement account;.  In some ways, it is a win-win situation. What… Read More »

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ScamCall

City Commissioner Under Investigation for Financial Abuse of Elderly Woman

By Laurie R. Chane |

Financial abuse is the most common form of elder abuse, even more common than emotional or physical abuse.  Financial abuse occurs when the abuser coerces the victim into making transactions he or she does not want to make, uses lies or emotional manipulation to get the victim to spend money on the abuser or… Read More »

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Grandparents

Who Needs Retirement When You Can Raise Your Grandchildren Instead?

By Laurie R. Chane |

People say that a positive attitude makes all the difference, but they have never walked in your shoes.  Estate planning websites show senior couples walking on the beach at sunset, but you have not had any leisure time in years; your idea of self-care is watching an entire YouTube Shorts video about an economical… Read More »

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EstPlan18

The Essentials for a Florida Estate Plan

By Laurie R. Chane |

While it may not be your favorite topic of conversation, preparing your estate prior to your passing is an essential part of being prepared for the inevitable. In making such plans, having a comprehensive estate plan is among the most vitally important things you can do to secure your wishes and assets and protect… Read More »

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SpecNeeds

What is a Special Needs Trust in Florida?

By Laurie R. Chane |

Those who have disabled loved ones, children, or grandchildren and are concerned about what will happen to them once they pass away can create a special kind of trust known as a special needs trust. Supplemental or special needs trusts, also called SNTs, are strategically designed for the purpose of caring for a disabled… Read More »

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