Providing Estate Planning During The Rise Of Coronavirus Cases In Florida

During this period of ongoing concern about the rise of reported coronavirus cases in Florida, we are here continuing to help clients. While much seems uncertain now, we want to reassure you that our Elder Law and Estate Planning Attorneys are here for you, actively practicing, and that we are ready to help you and your loved ones.

In fact, many people have found this ongoing public health crisis to be an important time to address their concerns about lifetime and post mortem planning. 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.

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 Elder Law and Estate Planning Attorneys 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 today with one of our knowledgeable, compassionate, and caring Elder Law Attorneys. With offices, located in Jacksonville, Orange Park, and St. Augustine we continue to provide essential professional, legal services to our community.

We are your Florida First Coast Elder Law Attorneys.