Tags archives: Estate Planning
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3 years ago
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It always feels good to welcome a new year, and it was especially nice to celebrate the start of 2021 last week. As the excitement of the holiday season wanes, and we all get back into our routines, the reality that we continue to live in a time of great concern and uncertainty about the ongoing Cov... [read more]
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3 years ago
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This is a very different holiday season for many of us. We continue to live in a time of great concern and uncertainty about the ongoing Covid-19 pandemic, and many of us are altering our typical plans and traditions due to the risks of the coronavirus. We are all doing the best we can to be cautiou... [read more]
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4 years ago
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We are living in a time of uncertainty. There remains much concern about the ongoing Covid-19 pandemic, our country is experiencing unprecedented social unrest, and we're in the middle of a contentious political campaign. We are all affected by all of this in some way or another, and during such a c... [read more]
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4 years ago
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We are often asked about how important it is to designate beneficiaries on accounts as part of Estate Planning.
Our answer is that it is very important to designate beneficiaries on all accounts to help avoid probate of an estate after the account holder’s death. With proper beneficiary designa... [read more]
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4 years ago
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We're often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you ... [read more]
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4 years ago
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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... [read more]
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4 years ago
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A major concern many of people have is how they can make sure that their loved ones are taken care of in the event of their incapacity or death. A solution to this significant worry is by addressing your concern with proper Estate Planning. Our Florida Elder Law and Estate Planning Attorneys cre... [read more]
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4 years ago
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The Coronavirus pandemic has clearly affected all of our lives, and many people have found that this unprecedented public health crisis is an important time to address their Estate Planning needs. We agree with this decision to create or update essential documents in order for clients to protect the... [read more]
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4 years ago
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Marketing Manager and Executive Assistant, Paula Emery and Public Relations and Social Media Manager, Andrew P. Williams, Ph.D. (pictured at our main office, located in Kingsley Village in Orange Park) have been working on updating our website, FloridaElder.com to help us better serve clients.
... [read more]
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4 years ago
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During this very challenging time, as we are all affected by the COVID-19 virus and are making efforts to reduce its spread, please allow us to remind you that we are here, actively practicing, and are staying in regular contact with our active clients on all pending matters.
We are taking ex... [read more]
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4 years ago
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With the recent announcements by Florida Governor Desantis of public school closures and U.S. President Trump of a national state of emergency due to the coronavirus, the reality that we are facing an unprecedented public health crisis became abundantly clear.
Each day we are seeing new changes r... [read more]
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4 years ago
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Estate Planning is a holistic process that includes assessing your assets and determining to whom, among your family, friends or favorite charities, you would like to leave specific assets and gifts. Creating a proper Estate Plan, creating a Will, or setting up a Trusts takes your disbursement... [read more]
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