Freedom and Flexibility with Estate Planning

Summer is definitely here, and with the celebration of the Fourth of July this month we were reminded of how very fortunate we are as Americans to enjoy the freedoms our great Nation provides us. It’s so great each year to take the time to acknowledge and celebrate how blessed we truly are.

While there continue to be many challenges for us, individually and collectively, there are so many positive things that we can acknowledge and be grateful for every day.

One very positive thing is the ability for us to keep up with our families and loved ones through easy access to technology. The opportunity to have a video chat helps us feel closer and more connected to those who might be far away.

We’ve also been able to offer video conferencing to new and existing clients, which provides greater flexibility in establishing or updating Estate Plans.

If you would like to initiate an Estate Planning review or new Estate Planning case at this time, we would be pleased to help you.

If it has been a while since you last updated your plan with our office, please remember that a review and update is typically needed:

1. If more than 3 years have passed since you signed your planning documents;

2. If new children have been born or adopted;

3. If your children have now become adults;

4. If you have become a grandparent;

5. If there has been a significant change in the value or composition of your planning assets;

6. If you have disposed of specific assets which were going to a named beneficiary;

7. If one or more of your named beneficiaries have deceased or are now under a disability;

8. If one or more of your named fiduciaries, agents, or surrogates have deceased, are now under a disability, or are no longer appropriate to serve for you;

9. If there have been significant tax law changes since you signed your plan; or

10. If there have been significant Florida law changes since you signed your plan.

Our compassionate and caring Elder Law and Estate Planning Attorney is here for you is sensitive to you and your family’s unique needs and concerns.

Our Elder Law and Estate Planning Law Office has the knowledge, experience, and empathy necessary to guide you in preparing a Will or Trust, or in legally representing you in a Probate or Trust Administration. If you have any concerns about Wills, Trusts, Power of Attorney, Designation of Health Care Surrogate, or managing the costs of long-term care, we are here for you. With offices, located in Orange Park and St. Augustine we are here to help you and your loved ones have more peace of mind.

Grady H. Williams, Jr., LL.M.: Your Florida First Coast Elder Law Attorney.