Monthly Archives: February 2018
Identifying and Taking Steps to Prevent Elder Financial Exploitation
Growing older brings many life adjustments, some easier to accept than others, but one priority that remains for most seniors in this country is the ability to manage and control their finances. Losing the power to determine when and how one’s money will be spent is a significant blow to a person’s independence, and… Read More »
Florida Lags in Providing Level of Services Seniors Need
Estate planning and long-term medical care are usually the farthest thoughts from people’s minds as they enjoy the holidays. But this time of year offers an opportunity, that is frequently unavailable the rest of the year, to observe and assess the health and potential future needs of older family members. Health issues of aging… Read More »
Estate Planning Considerations for Florida “Snowbirds”
Escaping cold winters to relocate to the milder climate of Florida is a goal of many older Americans living in northern half of the country. Splitting significant periods of time between two residences, particularly if property is owned in both, can have important implications on a person’s estate plan. A number of states in… Read More »