November 12, 2019

November is National Family Caregiver Awareness Month. In honor of this annual celebration let us share with you six important tips every family caregiver should know.

1. Take Care of Your Own Health. One of the biggest challenges facing family caregivers is taking care...

October 11, 2019

The SECURE Act of 2019 was passed earlier this year by the US House of Representative. It was expected to be considered by the U.S. Senate in the fall. The correct name for this proposed law is the Setting Every Community Up for Retirement Enhancement Act of 2019. Many...

September 18, 2019

Florida Medicaid can be confusing. How do you access it? When does it apply? What standards need to be met to ensure that you and your loved ones have access to the long-term care you need?

We know how challenging it can be and actively work with our clients each day to...

August 12, 2019

When it comes to the summer months here in Florida, how are you planning to protect your senior loved ones from the heat? Unfortunately, Older Americans tend to be particularly vulnerable to heat-related illnesses. Accordingly, an extremely hot summer can lead to many...

July 15, 2019

When clients first come to us to discuss their estate plan, many have the primary goal in mind of avoiding probate. Probate is a legal proceeding through which the assets of a deceased person are distributed to the appropriate beneficiaries. For many, this can be an ex...

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Phone (239) 945-3883

Fax (239) 316-4057

1708 Cape Coral Pkwy W Suite #7

Cape Coral, FL 33914

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