Broker Check
Office: (305) 751-8855

Free Guides

Click on any publication below to view, download, and print.



Estate Planning

Planning For The Future: Passing on Your Values and Valuables

Personal estate planning course lesson book published by the Easter Seals. The first lesson identifies the steps which you should take to put together a personal estate plan which meets your goals and moves through all aspects you need to consider when defining your legacy. Download now.

Financial & Legal Document Organizer

Survivors Guide - Take Time to Place

Do your loved ones know where you keep your valuable financial and legal documents or how to contact your financial advisor, insurance agent or attorney? With the help of our complimentary organizer "Survivor's Guide: Take Time to Plan" you can impart this information and assemble the documents that will ease the burden on your family when you are gone. Download now.

Senior Services Information & Referrals

Helpful Hints for South Florida Seniors

I work closely with some of my elderly clients who have had to move into an assisted living facility. Much of the assistance they have needed was provided by my office. I am always happy to recommend various professionals, and I want to share the following referrals, and let you know that these services exist. Much of this is probably new to you as well. Download now.

Focus on LGBTQ

Helpful Hints for LGBTQ Seniors

In addition to all of the content listed in "Helpful Hints for South Florida Seniors" above, this version includes a list of LGBT Senior and Eldercare Websites. Download now.

This guide is a practical tool for lesbian, gay, bisexual and transgender (LGBT) older adults and others who are facing surgery or another medical procedure, and need or want to take control of planning for their own care. By the time you finish this guide you will be able to create your own care plan, which in turn will help you to have the most successful recovery possible.

Undergoing a surgical or medical procedure can be one of the most difficult times in a person’s life. Typically, people rely on family members to help them through the process and manage their care. But what if you don’t have family members who can step into that caregiving role? Download now.

Focus on LGBTQ

Prepare to Care: A Planning Guide for Caregivers in the LGBT Community

Caring for a spouse, partner, close friend, or family member is one of the most important roles you’ll play. As our loved ones age it’s likely a matter of when, not if, they will need our help. Nearly 44 million Americans—1 in 5 adults— are caregivers for a relative or friend over age 50.1 It may start with driving your loved one to get groceries or going to the doctor. Later, you may find yourself taking more time off from work, preparing meals, or handling bills. If your loved one identifies as lesbian, gay, bisexual or transgender (LGBT), you will likely face extra challenges around caregiving. LGBT older adults are twice as likely to be single and four times less likely to have children than their non-LGBT counterparts. Many are estranged from their biological families which means they’re less likely to have the traditional caregiver support that many older adults rely on. Download now.

Focus on LGBTQ

Caregiving in the LGBT Community

Caregiving is emerging as an increasingly important area of focus in the social services sphere, and service providers are seeking effective ways to support the growing caregiving population. While all caregivers can benefit from supportive services, not all caregivers are the same. Those who belong to the lesbian, gay, bisexual and transgender (LGBT) community have much in common with other caregivers, but also have unique experiences and needs.

Successfully supporting LGBT caregivers requires an understanding of these differences as well as modified interventions designed to meet their needs. This guide will provide an overview of what caregiving looks like in the LGBT community, and offer service providers ideas and best practices for reaching and supporting these caregivers. Download now.