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Where Tradition Meets the Future®

Category: Newsletters and Articles

What is a Lady Bird Deed?

President Lyndon B. Johnson and Claudia Alta “Lady Bird” Johnson The Lady Bird Deed is a very hot topic in Florida (no pun intended). Few know, however, what exactly a “Lady Bird Deed” is and where did that odd name come from? If you can recall your history lessons, you […]

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Estate Planning: Retiring on a Smaller Budget

If unforeseen circumstances and events have caused you to retire earlier than expected or have negatively impacted your retirement savings, below are a few suggestions to help retire on a smaller budget: Downsize. A smaller home or condo is easier and less expensive to maintain and will provide savings in […]

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