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2 months ago
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This month, as we've celebrated the mothers in our lives, we're also reminded frequently that life has a lot of ups and downs. The joyous celebrations of graduations, weddings, anniversaries, birthdays, baptisms, and even retirements give us the chance to enjoy happy milestones. Additionally, the mo... [read more]
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2 months ago
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Takeaways
The demand for long-term care services is rising due to an aging population and a shortage of health care professionals.
The costs of long-term care have been escalating, including in-home care, assisted living care, and nursing home care.
As most of us go through our daily rout... [read more]
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3 months ago
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You don’t have to be actively using health care services to claim the deduction. It is available from day one, even if you don’t need health care immediately upon moving in.
The percentage of CCRC fees considered deductible can change from year to year, depending on the CCRC’s costs. Differen... [read more]
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3 months ago
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Takeaways
Guardianships may be necessary to protect individuals with cognitive impairments, but they can also limit personal freedom and autonomy.
Wendy Williams’ guardianship case highlights the importance of legal representation and proactive estate planning.
Dementia is on the rise and... [read more]
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6 months ago
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Despite challenges and uncertainties, a new year brings with it the promise of new opportunities. There's something wonderful about the start of a new calendar year, the idea of a fresh start, and the hope for the happy times it can offer us, our families, and loved ones. New opportunities, resoluti... [read more]
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7 months ago
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One of the top reasons many of our clients consistently give us for creating, or updating, their Estate Plans is to have peace of mind for themselves, their families, and loved ones.
By addressing practical concerns, such as protecting their families in the case of an emergency or death, and bein... [read more]
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11 months ago
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After a long hot summer, we're starting to see the promise of fall and the start of hurricane season. Children are returning to school, we're having some milder weather in the mornings and evenings, and the fall and Halloween merchandise on display in stores reminds us of shift of seasons. There's a... [read more]
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12 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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1 year 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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1 year ago
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You may not foresee ever needing assistance with your day-to-day life. However, research shows that seven in 10 adults aged 65 and older will require long-term care at some point in their later years. Meanwhile, the U.S. population continues to age rapidly. Americans aged 65 or older are on track to... [read more]
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1 year ago
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Spring is definitely here again in Orange Park and the greater Jacksonville area, and in addition to enjoying the warmer weather, sunshine, and longer days, many of us are also Spring cleaning as we prepare to celebrate Easter.
This season obviously reminds us of things we need to address in our ... [read more]
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1 year ago
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February reminds us of the joy of love in our lives. One way that you can demonstrate your love for your family is to help relieve any unnecessary hardships on your loved ones by preparing for the future and the difficult realities of life that we all must face.
This year, as we celebrate Valenti... [read more]
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