Monthly archives:March 2017
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8 years ago
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When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?
If you add your child as a joint tenant on your house, you will each have an equal ownership interest in the property. If one joint tenant dies, hi... [read more]
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8 years ago
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Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes. As tax time draws near, you want to make sure you file all the proper forms and take all deductions you're entitled to. Following are some things to keep in mind... [read more]
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8 years ago
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Many attorneys create trusts, and some even create special needs trusts, often using pre-written templates. So why, you may ask, do you really need an attorney whose practice focuses on special needs planning?
It is important that special needs trusts not be unnecessarily inflexible and gene... [read more]
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8 years ago
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Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity. In most states, once a child reaches age 18, he is presumed to have decision-m... [read more]
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8 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on February 25th at the University of North Florida, Managing Attorney, Grady H. Williams, Jr., LL.M., Associate Attorney, Alison E. Hickman, J.D., and Elder Care Coordinator, Marie Skipper, presented three hour... [read more]
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