Tag: Florida estate planning

Did You Recently Inherit Assets? Here Are Our Estate Planning Tips

Have you recently received an inheritance? Be mindful that an inheritance is not to be taken lightly and is a big deal. It does not matter whether you were expecting it or not, inheriting money should be taken seriously. The amount does not matter, what matters is that you need to be sure that you

 

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Knowing Legal Rights During Developmental Disabilities Awareness Month

As the parent of a developmentally disabled child, did you know that it is important for you to know your legal rights? During the month of March, Developmental Disabilities Awareness Month is celebrated to seek awareness about the inclusion of people with developmental disabilities in all facets of community life, as well as awareness of

 

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Know How To Navigate Your Estate Plan Properly This Tax Season!

Do you know how to navigate your estate plan properly this tax season? Creating a comprehensive Florida estate plan is important but to add concerns about taxes may be a bit overwhelming. We find that many of the clients we assist know how important creating a Florida estate plan is for themselves and their families.

 

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Expressing Love for Your Family Through Your Estate Plan

Are you looking forward to expressing your love to your family during the month of February? Instead of the traditional gifts of chocolates and jewelry, how about with a Florida estate plan? As you think of your future and the future of your children a Florida estate plan can show your family how much you

 

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This Valentine’s Day, Consider a Loving Legacy as a Gift

Have you ever considered legacy planning as a loving gift to your family on Valentine’s Day?  What is legacy planning? It works together with estate planning to help you prepare how you will pass on your property and assets, both tangible and intangible, to your loved ones.  There are, of course, many ways that you

 

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How to Best Care For a Loved One with Dementia

Have you and your family noticed that your loved one keeps asking the same question repeatedly, forgetting appointments, or not remembering how to get to a home they have lived in for years? Did you make an appointment with your loved one’s physician to talk about this forgetfulness? Was your loved one diagnosed by his

 

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