Monthly archives:March 2014

  • Friends, We’d like to invite you to a Client Appreciation Dinner on April 10, 2014, at The Club Continental. What: Client Appreciation Dinner! Where:  The Club Continental, 2143 Astor Street, Orange Park, FL 32073 When: Thursday, April 10, 2014, at 6:00p.m. During this Client Appr... [read more]
  • An important part of your Will Package is your Durable Powers of Attorney. Through the use of a Durable Powers of Attorney, you may authorize an Agent to act on your behalf to create, modify, fund, or terminate a trust; created and fund a trust for Medicaid planning purposes (i.e., a Qualified Incom... [read more]
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