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4 weeks ago
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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 online. Our answer is that in addition to staying current with all relevant Florida Statutes that may affect our clients and their... [read more]
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2 months ago
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As we celebrate the start of 2019, we want to take a moment to let you know how much we appreciate you for being clients and friends of our Law Office. We enjoy the opportunities to help each of you and enjoy sharing useful and uplifting information with you via our website, social media, an... [read more]
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2 months ago
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As we enjoy Celebrating Christmas and the Holiday season this and next week, our attorneys are seeing a few clients by appointment, but our offices are closed to allow us to spend time with our families and loved ones. With the end of 2018 upon us, and a New Year approaching, we want to take a momen... [read more]
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3 months ago
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Attorney Alison Hickman Co-Chaired the Jacksonville Bar Association Elder Section luncheon today, which was sponsored by Arbor Terrace Assisted Living and featured Dr. David Bortnick, PhD, PsyD, as the speaker.
(Alison is p... [read more]
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5 months ago
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One question we are often asked by new and prospective clients is how our Estate Planning process works. The process begins with an initial consultation with the attorney and the client, where essential personal and financial information and lifetime and legacy goals are discussed. The attorney deta... [read more]
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5 months ago
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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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6 months ago
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We are often asked why young families need Estate Planning. Our response is that there are numerous, important reasons why young families need Estate Planning to protect themselves, their families, and their futures.
Some of these Estate Planning considerations include: naming Beneficiaries for y... [read more]
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7 months ago
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A question we're often asked by clients is if they need to use an Attorney for a Trust Administration. A Trust Administration is a formal process managed by the Trustee of the Trust. The Trustee has a fiduciary relationship with the beneficiaries of the Trust. It is essential that the terms of a tru... [read more]
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7 months ago
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One question we're often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trus... [read more]
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8 months ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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9 months ago
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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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9 months ago
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Do you become frustrated and overwhelmed when managing medical bills and filing health insurance claims? Managing and filing insurance claims can be a complex, frustrating, stressful, confusing and time-consuming process, particularly for families who have children with special needs. But, given th... [read more]
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