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Planning for Florida Residents

Although these are difficult times and the experts acknowledge that we are in a recession it is just as important to plan for the future. The current economic situation may make the need for long term care planning even more important than in the past. My most recent newsletter discusses why planning needs should be and are unrelated to the economy in reference to

Disability and retirement planning;
Special needs Planning;
Beneficiary protection planning (for example, protection from divorce, creditors and/or perhaps the beneficiaries themselves); and Second marriage and “blended family” protection.

If you would like more information on these issues please Contact Us to request a copy of the newsletter on these subjects.

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