Monthly archives:October 2016
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8 years ago
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Our Associate Attorney, Alison E. Hickman, J.D. and Public Relations and Social Media Manager, Andrew Paul Williams, Ph.D. enjoyed attending the October meeting of the Clay County Bar association today, where they heard informative presentations by Mike Tanner of the Florida Bar Board of Governo... [read more]
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8 years ago
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Our office is collecting donations to help people in the St. Augustine area affected by Hurricane Matthew.
Hurricane Matthew hit a few weeks ago and devastated the St. Augustine area. The storm is over, but the damage remains. Many families are displaced and in need of essentials.
We are colle... [read more]
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8 years ago
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Trustees of special needs trusts have a duty to properly manage the funds in their care. However, most trustees, especially non-professional ones, are not sophisticated investors and they should not be directly managing the investment of large sums of money. This does not mean that the trustee of a ... [read more]
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8 years ago
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Life insurance can be beneficial in replacing lost income for young families, but as people get older, it can also serve a purpose as part of an estate plan.
Historically, one main reason to buy life insurance as part of an estate plan was to have cash available to pay estate taxes. Now that ... [read more]
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8 years ago
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A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases. This crucial document allows a person you appoint -- your "attorney-in-fact" or "agent" -- to act in place of you -- the "principal" -- for financial purposes when and if you e... [read more]
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8 years ago
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As people approach age 65, they should be thinking about their Medicare enrollment choices, including whether to sign up for traditional Medicare or with a Medicare Advantage plan, and if so, which one. But it turns out that some Medicare-age people are having these important decisions made for the... [read more]
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