Tags archives: Estate Planning
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8 years ago
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We are often asked why young families need Estate Planning. Our response is that there are numerous, important reasons why young families need Estate Planning to protect themselves, their families, and their futures.
Some of these Estate Planning considerations include: naming Beneficiaries for y... [read more]
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8 years ago
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As part of the Jacksonville Retirement Strategy Summit, hosted by Stratton & Company on June 23rd at the University of North Florida, Associate Attorneys, Alison E. Hickman, J.D., and Zach Altenbach presented two hourly workshops, providing attendees with “A Look Under the Hood" at Lifetime Livi... [read more]
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8 years ago
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State Laws are an important consideration for your Estate Planning, and it is crucial for you to know that laws and guidelines can vary from state to state. It is vital for Florida residents to make sure that your Estate Planning documents are in keeping with Florida Law and Statutes.
For example... [read more]
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8 years ago
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We're often asked what Estate Planning services we offer. Our answer is that we evaluate each client's unique situation to create comprehensive and customized Estate Plans that include Lifetime Living Documents to protect clients in the event of an emergency or crisis situation and Wills and Trusts ... [read more]
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8 years ago
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We are regularly asked by clients what they can do to ensure that they are protected financially if, in the event of an accident, an unexpected illness, or a period of incapacity, they are unable to make financial and business decisions for themselves. We advise clients to have a trusted family mem... [read more]
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9 years ago
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Parents of children with special needs must be concerned with ensuring that medical and financial decisions will continue to be made in the child's best interest once the child reaches age 18 -- the age of legal capacity. In most states, once a child reaches age 18, he is presumed to have decision-m... [read more]
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12 years ago
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An important part of your Will Package is your Durable Powers of Attorney. Through the use of a Durable Powers of Attorney, you may authorize an Agent to act on your behalf to create, modify, fund, or terminate a trust; created and fund a trust for Medicaid planning purposes (i.e., a Qualified Incom... [read more]
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