Tags archives: Estate Planning
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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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4 years ago
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One of the main questions that we get from our clients is how they can make sure that their family members are taken care of in the event of their incapacity or death. Our answer is that with proper Estate Planning we can create customized plans to achieve this important goal to protect families tho... [read more]
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5 years ago
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Thinking about your funeral may not be fun, but planning ahead can be exceedingly helpful for your family. It both lets them know your wishes and assists them during a stressful time. The following are steps you can take to plan ahead:
Name who is in charge. The first step is to designate someo... [read more]
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5 years ago
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One question we're often asked by clients is how they can include Estate Planning for their business, as they also address their personal Estate Plans. Our answer is that many of our clients are business owners, and our holistic Elder Law services include understanding, and attending to, plans for t... [read more]
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5 years ago
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We're often asked by clients how they can protect themselves, or their aging loved ones, from potential abuse or exploitation as they continue to age and become more vulnerable.
Our answer is that it is important to work with an Elder Law Attorney to make sure that essential Estate Planning docum... [read more]
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5 years ago
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Associate Attorney, Zach Altenbach spoke to the Silver Sneakers group at the Riverside Winston Family YMCA in Jacksonville this week.
Zach's presentation focused on Estate Planning and Asset Protection.
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5 years ago
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One question we are often asked by clients is how specific they should be regarding their wishes about medical care, including tests, medications, surgical procedures, and heroic measures during a serious illness or crisis situation, in their Estate Planning documents. Our answer is that you are wis... [read more]
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5 years ago
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We're often asked by clients how complicated it is to administer a trust. Our answer is that administering a trust is a formal, fiduciary process that can be a difficult task for a Trustee, the person who manages the administration of a trust. There are numerous details to follow carefully and speci... [read more]
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5 years ago
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We're often asked by clients how they can make sure that important health care and financial decisions are made in accordance with their wishes if they are not able to express them for themselves. Our answer is that they can have peace of mind by selecting a trusted person, or persons, and signing A... [read more]
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5 years ago
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We're often asked why someone needs an Estate Plan from an Elder Law Attorney when there are so many do-it-yourself Wills and Estate Planning documents readily available online. Our answer is that in addition to staying current with all relevant Florida Statutes that may affect our clients and their... [read more]
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6 years ago
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According to court documents, legendary singer Aretha Franklin did not have a will when she died, despite reportedly having a son with special needs. The lack of a will opens up the intensely private singer’s estate to public scrutiny and unnecessary costs, and means that there are no specific provi... [read more]
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6 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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