Monthly Archives: February 2026
Palm Beach Seniors Targeted With New Scams
Over the past month or so, seniors in Palm Beach County have faced threats from many new scams. Whether you’re trying to enjoy your retirement or you’re concerned about the well-being of your senior loved one, it makes sense to keep a close eye on these new scams. Families might also want to consider… Read More »
How Quickly Can Dementia Take Away Your Legal Ability to Make Decisions?
The threat of dementia is concerning for various reasons. For many people, the most daunting aspect of this medical issue is the inability to make legal decisions. At a certain point, people with dementia become legally “incapacitated,” which means that they can no longer make decisions about their own finances or health care. How… Read More »
Estate Planning Strategies Involving College Funds in Stuart
Many people in Florida have college funds for their children or grandchildren. The Education Data Initiative states that Florida 529 Plans alone have almost $14 billion in savings. How do your college funds integrate with your estate planning strategies? Is it possible to use your college funds to your advantage? These are questions you… Read More »
Gifts vs. Bequests in Palm Beach County
Gifts and bequests may sound similar, but they represent two very different estate planning strategies in Palm Beach County. If you are creating an estate plan for the first time, it makes sense to acquire a keen understanding of both gifts and bequests. Once you understand the difference, you can decide which strategy makes… Read More »