New Beginnings and Estate Planning
As we celebrate Easter, signs of renewal are evident all around us. The days seem suddenly remarkably longer, the sky a little bluer, and flowers and plants are coming back to life.
This is a joyous season, indeed, and it puts a focus on positive change and hope.
We are wise to use this time to reflect and take actions to help ourselves and others too, especially in regard to our loved ones and Estate Planning.
By addressing life changes and practical concerns, such as protecting our families in the case of an emergency or death, and being proactive about planning for the need of long-term care though comprehensive Estate Planning, we can feel more at peace and positive about our current situations and our futures.
Addressing any changes or concerns you have about your and your family’s health, financial situation, and plans for the future through holistic Estate Planning is one of the most important and practical things you can do.
Our compassionate and caring Elder Law and Estate Planning Attorneys are here for you, and they are sensitive to you and your family’s needs and concerns.
If you need to initiate an Estate Planning review, or new Estate Planning case at this time, we are happy to assist you. Depending on your level of comfort and abilities, we can handle your initial intake or planning review consult by phone, video conference, or in person in most instances. We are also happy to conduct socially-distanced signings.
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 Attorneys are here for you, and they are sensitive to you and your family’s needs and concerns.
We have 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, please do not delay. Call us today at (904)264-8800, and set up a phone, video, or in-person appointment.
Grady H. Williams, Jr., LL.M.: Your Florida First Coast Elder Law Attorneys.
