Monthly Archives: May 2025

What is a Special Needs Trust?
Do you have a child, grandchild, or other close loved one with special needs? You are certainly not alone. The Pew Research Center reports that 42 million American adults have some form of a medically determinable disability. The National Center for Education Statistics (NCES) reports that one-third of students nationwide receive some form of… Read More »

When Should I Update My Estate Plan in Florida?
Many people do not have a proper estate plan in place. According to the AARP, only approximately half of adults who are over the age of 50 have a valid will. If you have an estate plan, that is a great first step. However, an out-of-date estate plan may not offer the protection that… Read More »

Why it is Important to Designate a Health Care Surrogate in Florida
The right estate plan should be truly comprehensive. It should protect you no matter what tomorrow might bring. For that reason, you should designate a health care surrogate as part of your estate plan. It is not uncommon for people to deal with a period of temporary (or permanent) incapacity—especially near the end of… Read More »