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- Avoiding Probate
- Beneficiaries
- Benifciary Designations
- Clay County
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Estate Tax
- Florida
- Formal Probate
- Grandchildren
- Grandparents
- Green Cove Springs
- Jacksonville
- Julington Creek
- North Florida
- Orange Park
- Probate
- St. Augustine
- St. Johns County
- Summary Probate
- Trusts
- 5 years ago
- One question that we're often asked by clients is how they can protect their family's privacy and avoid a costly probate process. Our answer is that summary and formal probate administration can be a long and expensive court process, and we can use a number of Estate Planning tools to avoid proba... [read more]
Category archives: Estate Tax
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- Care Planning
- Children with Special Needs
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Plans
- Estate Tax
- Florida
- Florida Wills
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Legacy Planning
- Life Care Planning
- Life Care Plans
- Lifetime Living Documents
- Living Will
- Medicaid
- Medicaid Application
- Medicaid Eligiblity
- Medicaid Planning
- New Year
- North Florida
- Orange Park
- Probate
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trusts
- Will
- Wills
- 5 years ago
- To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
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- Children
- Children with Disabilities
- Clay County
- Designation of Health Care Surrogate
- Designation of Preneed Guardian
- Digital Assets
- Durable Power of Attorney
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Estate Tax
- Florida
- Green Cove Springs
- HIPAA Release
- Jacksonville
- Lifetime Living Documents
- Living Will
- North Florida
- Orange Park
- People with Special Needs
- Planning
- Protection from Creditors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trust Administration
- Trust Beneficiary
- Trust Protector
- Trustee
- Trusts
- Will
- Wills
- 5 years ago
- Estate Planning is a process through which you plan for your lifetime care decisions, in the event that you become mentally or physically incapacitated; and planning for the transfer of your assets to beneficiaries in the event of your death, while minimizing tax burdens for your beneficiaries and p... [read more]
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- Aging
- Asset Preservation
- Avoiding Probate
- Children
- Clay County
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Estate Tax
- Federal Gift Taxes
- Federal Taxes
- Florida
- Florida Statutes
- Gifting
- Grandchildren
- Grandparents
- Green Cove Springs
- Jacksonville
- North Florida
- Orange Park
- St. Augustine
- St. Johns County
- Taxes
- Trusts
- Wills
- 5 years ago
- We're often asked by clients how they can avoid or limit tax consequences for their family and loved ones through Estate Planning. Our answer is that part of our comprehensive and customized approach to working with our clients is to find opportunities to minimize tax liabilities that can include li... [read more]
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- Asset Preservation
- Avoiding Probate
- Beneficiaries
- Care Planning
- Caregivers
- Children with Special Needs
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Tax
- Florida Statutes
- Florida Wills
- Health Care Proxy with HIPAA Release
- Health Care Surrogate
- Jacksonville
- Life Care Planning
- Medicaid
- North Florida
- Orange Park
- Special Needs Planning
- St. Augustine
- St. Johns County
- Trusts
- Wills
- 6 years ago
- A question we are asked regularly by new and potential clients is how they can prepare for a meeting with one of our Elder Law Attorneys. Our answer is: first, think about your goals, and identify what you'd like to accomplish; second, generate a list of any questions you'd like the attorney to answ... [read more]
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- Asset Preservation
- Beneficiaries
- Care Planning
- Clay County
- Digital Assets
- Durable Power of Attorney
- Duval County
- Elder Law
- Estate Tax
- Florida
- Florida Statutes
- Florida Wills
- Health Care Proxy with HIPAA Release
- Health Care Surrogate
- Homeowners
- Jacksonville
- Living Will
- Long-Term Care
- Medicaid
- North Florida
- Orange Park
- Planning
- Seniors
- St. Augustine
- St. Johns County
- Trusts
- Will
- Wills
- 6 years ago
- We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available. Our answer is that as in addition to staying current with all relevant Florida Statutes that may affect our clients and their fam... [read more]
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- Asset Preservation
- Care Planning
- Caregivers
- Children with Special Needs
- Clay County
- DPOA
- Durable Power of Attorney
- Duval County
- Estate Planning
- Estate Tax
- Florida
- Florida Wills
- Green Cove Springs
- Jacksonville
- Life Care Planning
- Living Will
- Long-Term Care
- Medicaid
- Medicare
- Miller Trust
- Minor Children
- North Florida
- Orange Park
- Planning
- Providing for a Child with Special Needs
- Senior Resources
- Seniors
- Skilled Nursing and Home Care
- Social Security Administration
- Special Needs Planning
- SSA
- SSDI
- St. Augustine
- St. Johns County
- Trusts
- Will
- 6 years ago
- Valentine’s Day is the perfect time to express gratitude for your family and friends. Our office wishes you and your loved ones all the best today, and throughout this beautiful early spring in North Florida! We are grateful to be a part of your community and to have to the opportunity to help fa... [read more]
- 6 years ago
- Tripod has been a member of Grady and Peggy's family since the early 2000s. When Grady and Peggy's children Allen and Allison were attending Ridgeview High School a friend let them know that Tripod needed a home, and the rest is history. After adopting Tripod as a Kitten, both Allen and A... [read more]
- 6 years ago
- Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare's Open Enrollment Period, in which you can enroll in or switch plans, runs from October 15 to December 7. During this p... [read more]
- 6 years ago
- With Republicans in control of Congress and the presidency, there is talk of eliminating the federal estate tax. In 2017 the tax affects only estates over $5.49 million, meaning that for more than 99 percent of Americans, it's already been repealed. With no estate tax, do you still need a trust? W... [read more]