October is a wonderful month that kicks off the holiday season for many of us.
During this time when tricks and treats are on our minds with fun traditions, the biggest treat you can give yourself and your loved ones is peace of mind through essential Estate Planning.
Unfortunately, there are some things in life that are inevitable, and accidents, illness, and death are some of these difficult realities we all face.
With important and necessary Wills and Trusts in place and documents such as a Health Care Surrogate and Power of Attorney prepared, incredibly difficult situations can become more manageable and a less stressful. By being prepared, you can remove any unnecessary burden on yourself and your loved ones during challenging situations. Being practical and taking appropriate actions helps protect you and your family.
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. Grady 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.