Peace of Mind is the Best Gift

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 being proactive about planning for long-term care, many clients report feeling more at peace and positive about their current situations and their futures.

During this joyous Christmas season, we encourage you to take the time to think about, and discuss, your Estate Planning and how our Grady can help you have the significant gift of peace of mind by addressing this important need.

Addressing any 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. It truly is a gift that benefits everyone.

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., Attorneys at Law, P.A., Your Florida First Coast Elder Law Attorneys