Plain Talk on Estate Planning

What every Central Florida retiree should know about protecting what they've spent a lifetime building — and keeping family together after they're gone.

Medicaid planning, long-term care, and other concerns that tend to come up when life takes a turn — explained without the legal gobbledygook.

Probate is the court process for settling an estate — and it can be stressful for families if they aren't prepared. Here's what you should know.

A will is the foundation of any good plan. Patrick explains who needs one, what it should say, and what happens without one in Florida.

Who steps in for you if you can't speak for yourself? These articles walk through what a power of attorney does and why it matters for retirees.

If your estate may be subject to state or federal taxes, it pays to plan ahead. Patrick explains the thresholds, the strategies, and the options.