Monthly Archives: November 2024
Can Estate Planning Protect My Senior From Scams in Palm Beach County?
According to the Investor Loss Center, Florida is now the number-one state in the nation for fraud. Floridians face all kinds of scams throughout the average year, and seniors are obvious targets for criminals. These scammers know seniors often struggle with cognitive decline. Even seniors who remain quick-witted may be vulnerable to scams involving… Read More »
Using Florida’s Homestead Exemption as an Estate Planning Strategy
Estate planning and real estate often go hand in hand. Many Florida seniors own their own homes, and this is often their most lucrative asset. Like many states, Florida gives homeowners something called a “homestead exemption.” When handled correctly, this could form the basis of an effective estate planning strategy. It may even encourage… Read More »
Can Estate Planning Reduce Family Conflicts After I’m Gone?
While people tend to focus on the financial benefits of estate planning, many overlook the emotional advantages. The truth is that without an effective estate planning strategy, you might leave behind arguments and disputes rather than wealth. The last thing you want is for your family members to fight with each other after you’re… Read More »