Sherri discusses some special circumstances that mean it’s time to update an existing Estate Plan.

As featured on WSBB AM1230, Focus on Elder Law originally recorded 10/5/2020

Sherri talks about how the corona virus is effecting daily life at nursing homes and assisted living facilities.

Did you know you can include your pets in your Estate Plan?

How does charitable giving affect your estate?

A second marriage brings with it many changes.  From name changes to beneficiaries, don’t forget to add your Estate Plan and Will to the list of things that need to be updated.

Sherri was inspired by her brand new grand-fur-child this week

Here is a handy checklist to make sure your Estate Plan is in tip top shape for the New Year.

Are you one of the many people that utilize or planned to utilize a “stretch IRA”?  Unfortunately Lawmakers have decided to do away with the useful option.

In the state of Florida, a $25,000 exemption is applied to the first $50,000 of your property’s assessed value if your property is your permanent residence and you owned the property on January 1 of the tax year.