Category archives: Trust Administration
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9 months ago
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We are definitely in what are referred to as the "Dog Days" of summer here in northeast Florida.
As this very hot and humid summer is moving along, many of us are enjoying the typical rituals of celebrating holidays, going on vacations to the beach or mountains, and attending weddings and other c... [read more]
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10 months ago
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We enjoy hearing from our clients about how Estate Planning benefits their lives, and it's rewarding to hear about times when the documents and plans we create for them help a difficult situation and improve good ones.
Being prepared for, and having the ability to handle a crisis, is a top benefi... [read more]
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2 years ago
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It's almost officially fall, kids are back in school, and it's a great time to focus on the basics of Estate Planning.
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 tran... [read more]
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2 years ago
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Assisted living facilities and nursing homes are long-term housing and care options for older adults. Although people sometimes use the terms assisted living and nursing home synonymously, they are distinct.
Understanding the differences between assisted living and nursing homes is critical f... [read more]
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3 years ago
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October is a wonderful month that kicks off the holiday season for many of us.
During this time when tricks and treats are on our minds with fun traditions, the biggest treat you can give yourself and your loved ones is peace of mind through essential Estate Planning.
Unfortunately, ther... [read more]
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3 years ago
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There are many things and people in life that seem permanent to us, then reality shows us that nothing is. The recent death of England's Queen Elizabeth at 96, a leader who was in the background of many of our lives, for most of our lives, was both surprising and inevitable.
On a more personal le... [read more]
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3 years ago
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Try your hand at this estate planning pop quiz to see if your knowledge of estate planning makes the grade and if it is time for us to schedule a meeting.
Question #1: True or false? You must name the same person to make both your financial and medical decisions on your behalf.
Answer: False. ... [read more]
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3 years ago
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It seems like just yesterday we were getting ready for summer holidays and activities with family and friends, and now school is back in session, with fall right around the corner.
Many of us are noticing a lot of first-day-of-school pictures shared on social media. It is wonderful seeing photogr... [read more]
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3 years ago
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One of the top reasons many of our clients give us for creating, or updating, their Estate Plans is to have peace of mind for themselves and their families and loved ones. By addressing practical concerns, such as protecting their families in the case of an emergency or death, and being proactive ab... [read more]
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4 years ago
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Some conversations are more awkward than others, and while discussing illness and death with our loved ones can feel uncomfortable, it is also important and helpful to do so.
A difficult part of life is that accidents, illnesses, and death are inevitable, and unfortunately often unexpected too. N... [read more]
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4 years ago
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Netflix’s popular new movie, I Care a Lot, may be far-fetched in a lot of ways, but it does highlight some real weaknesses in the guardianship system that make it possible for an unscrupulous guardian to take control of an elderly person’s life and bleed their resources dry. Fortunately, steps can b... [read more]
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4 years ago
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This is a very different holiday season for many of us. We continue to live in a time of great concern and uncertainty about the ongoing Covid-19 pandemic, and many of us are altering our typical plans and traditions due to the risks of the coronavirus. We are all doing the best we can to be cautiou... [read more]
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