Author archives: Andrew Williams
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8 years ago
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Lucas Honda generously answered the call to help us with our Holiday Food Drive for The Food Pantry of Green Cove Springs.
John Rose, representing Lucas Honda is pictured with our Marketing Manager and Executive Assistant, Paula Emery on their way to delivery a truck load of food for donation... [read more]
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9 years ago
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In order to help provide emergency food to the working poor in our county, our office is conducting its fourth-annual food drive for The Food Pantry of Green Cove Springs. We’re asking for you to help us feed the adults and children in Clay County who are hungry.
Thanksgiving ... [read more]
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9 years ago
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The U.S. Supreme Court has agreed to hear a case that could influence how millions of special needs children are educated under the federal law that requires public schools to provide children with disabilities a “free appropriate public education.”
The law, the Individuals with Disabilities ... [read more]
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9 years ago
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When establishing a special needs trust (SNT) for your child, it's important to consider how much care the child may need in the future and who will oversee any arrangements related to that care. In many cases, either a family member or the SNT trustee can assume responsibility for care management. ... [read more]
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9 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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9 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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9 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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9 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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9 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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9 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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9 years ago
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Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean?
Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or her wishes and to the benefit of the influenc... [read more]
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9 years ago
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Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense. Before converting a traditional IRA into a Roth IRA to benefit your heirs, you should consider the tax consequences.
Earnings in a traditional IRA generally are not taxed until they are distributed to y... [read more]
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