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Digital Assets Discussed and How to Plan for Them

In Blog, Estate Planning by casalmoreno

A common oversight in estate planning has become planning for the administration of digital assets. Digital Assets are any files stored on digital devices, desktops, laptops, tablets, smartphones, cloud technology, etc. It also includes email accounts, online banking accounts, social media accounts, owned web domain names, and other programs and …

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Elder Abuse and Exploitation

In Blog, Estate Planning, Guardianships by casalmoreno

What is elder abuse and exploitation? Florida’s climate and benefits make it the perfect state to retire. Despite the safeguard in place to prevent fraud and elder abuse, it is still prevalent and widespread. The elderly are rarely exploited by a stranger, it is usually (unfortunately) a loved one or …

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Let’s Talk Reverse Mortgages

In Blog, Estate Planning by casalmoreno

Reverse mortgages are an issue that is becoming more talked about as people are retiring while still owing money on their homes. Reverse mortgages are available to people over 62 years old that are in need of some liquidity to pay off their expenses, make improvements to their homes, pay …

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Talking About Inheritance

In Blog, Estate Planning by casalmoreno

Most clients typically do not talk to their children about their inheritance.  Some don’t want to think or talk about dying, others are uncomfortable talking with their kids about financial matters, or letting them know how much they will inherit out of fear it will curb their motivation.  So when …

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