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Estate Plan

October 24, 2018
Estate Plan, Estate Planning

Some Common Estate Planning Mistakes to Avoid

Creating an estate plan can seem to many like an unpleasant chore. Reminders of a person's mortality are rarely enjoyable,...

By: Sanford Mall
Member of the ElderCare Matters Alliance
September 2, 2016
Estate Plan, Wills

How Often Should You Update Your Will or Estate Plan?

You should update your estate plan every 3-5 years on average. This should take place sooner if you experience significant life-changing...

By: Don Rosenberg
Member of the ElderCare Matters Alliance
July 26, 2016
Estate Plan, Estate Planning

6 Events Which May Require a Change in Your Estate Plan

  Creating a Will is not a one-time event. You should review your Will periodically, to ensure it is up...

By: Phil Sanders
Member of the ElderCare Matters Alliance
December 2, 2015
Estate Plan, Estate Planning

Top 5 Problems With Your Estate Plan

What are some unexpected problems that may arise when you leave money to your family upon your death? Heirs recklessly...

By: Phil Sanders
Member of the ElderCare Matters Alliance
November 21, 2015
Estate Plan, Estate Planning

The Importance of Having an Estate Plan

Why is it So Important to Have an Estate Plan? In the land of opportunity, many people have “made it”...

By: Phil Sanders
Member of the ElderCare Matters Alliance
October 23, 2015
Asset Protection, Asset Protection Planning, Asset Protection Trust, Elder Care Planning, Estate Plan, Estate Planning, Power of Attorney

Some Medicaid Rules All Families Should Be Aware Of

The following are some Medicaid Rules that most frequently come into play when processing a new Medicaid application in Florida....

By: Phil Sanders
Member of the ElderCare Matters Alliance
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