Serving clients in Orlando, Winter Park, Conway, Pine Castle, Ocoee, Goldenrod, Castleberry, Altamonte Springs, Lockhart, Oak Ridge, Forest City, and throughout Florida. Long-term care insurance and Medicaid planning can be critical to the type of treatment an individual receives during…
MoreRecognizing the significant financial burden and stress that the pandemic has placed on many families, the Federal Emergency Management Agency (FEMA) recently approved an initiative that will provide financial assistance for funeral expenses related to coronavirus (COVID-19). FEMA is racing…
MoreUnder Florida law, a person cannot use a video as the instructional means by which property is to be transferred after death. Thus if a family member or other person seeks to introduce a video in probate court as a “will”, the court will almost certainly invalidate (or not recognize) the video as a will, since a will must be in writing. Learn more….
MoreIn spring 2019, two bills that affecting retirement accounts landed on Capitol Hill. In the House, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was unveiled in March. A few days later, the Senate introduced a companion bill…
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