Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning in Naples

Three people estate planning in Naples Florida

Estate planning in Naples is a critical consideration for entrepreneurs, who often view their businesses as their own offspring. These business owners nurture their ventures from inception to maturity, investing not just financial resources, but also time, effort, and sometimes even tears. Just as one would plan for the future of their children, it’s essential […]

Make Sure Your Revocable Living Trust Is Properly Funded

Senior couple doing home finances using laptop indoors

You’ve taken the time to plan for the financial well-being of your loved ones and yourself. You’ve created a customized estate plan to address your goals and concerns. Your plan includes one of the most powerful estate planning tools out there, the Revocable Living Trust, which allows your heirs to avoid probate upon your death […]

Do You Need a Trust?

elderly couple and woman discussing paperwork

One of the first questions many clients ask is whether they need a trust. It’s a great question, but it leads to another: What do you want your plan to accomplish? Let’s begin with a brief discussion of what trusts are and how they work. Then we’ll explore their benefits, which should give you a […]

When Was the Last Time You Updated Your Estate Plan?

woman and elderly couple talking over papers on table

For many, an estate plan is created and never looked over again – until it’s necessary to do so. But did you know that you should really look at your estate plan as something that grows and changes with you? Think about what has happened in your life since the last time you looked over […]

How to Avoid Challenges in Your Will or Trust

lawyer talking to elderly couple about legal documents on laptop

Although you may have taken the time to create well structed wills and trusts, there are some common challenges which may present themselves upon your passing. Disputes amongst beneficiaries can result in bitter family relations, costly court proceedings and financial devastation. The following are some proactive measures you can take to avoid common challenges and […]

Could You Benefit from an Irrevocable Living Trust?

Irrevocable living trust concept - couple with their two young children

When properly designed and implemented, Irrevocable Living Trusts can provide an almost unsurpassed level of asset protection, keeping your assets safe from the high cost of long-term care. And, similar to Revocable Living Trusts, they spare your family the delays, frustration and expenses of the probate process. Other reasons to utilize an Irrevocable Living Trust […]

Aging in Place vs. Nursing Home Care: Important Factors to Make the Right Choice

Man with elderly woman in wheel chair watching sun through trees

A growing portion of the older population wants to stay in their homes as long as possible. This is known as “aging in place” and has several benefits when it is appropriate for the individual. However, there are some other care concerns to consider when deciding whether someone is at the point of needing additional […]

The Truth About Using Medicaid to Pay for Nursing Home Care

Couple looking over documents.

Approximately 50% of all Americans who reside in nursing homes receive assistance from Medicaid to pay for their care. This is not surprising, given the extraordinarily high cost of long-term care. The real surprise is that half of all Americans don’t seek Medicaid assistance to cover nursing home costs. Why not? Perhaps the biggest reason […]

Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning

Estate Planning for Entrepreneurs

Many entrepreneurs refer to their business as their “baby” and rightfully so. Like a child, entrepreneurs nurture their business from an idea through conception, to growth, and maturity. Running a business is much like raising a child. Both require a lot of time, tears, resources, and effort to be successful. People often prepare for what […]

Why Your Estate Plan Must Include More than a Will

Last Will & Testament A Last Will and Testament is an essential legal document that allows you to accomplish a number of important goals. You can name your beneficiaries and specify the assets you want them to receive; name a guardian for your minor children; and choose the person you want to settle your estate […]

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