Category archives: Estate Planning
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2 days ago
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One of the top reasons many of our clients consistently give us for creating, or updating, their Estate Plans is to have peace of mind for themselves, their families, and loved ones.
By addressing practical concerns, such as protecting their families in the case of an emergency or death, and bein... [read more]
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2 weeks ago
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Our office is proud to be collecting donations again this year for the J.P. Hall Annual Christmas Party for underprivileged children.
Suggested donations include: Games, Action figures or dolls, Art activity sets, Sporting equipment (basketballs, footballs, etc.), Books, Toy cars or truck... [read more]
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2 weeks ago
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The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security benefits payouts for retirees, as well as recipients of Social Security disability benefits and sur... [read more]
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3 weeks ago
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Lucas Honda generously offered to help us yet again this year with our Thanksgiving Food Drive for The Food Pantry of Green Cove Springs.
Managing Attorney, Grady H. Williams, Jr., LL.M. is pictured with Associate Attorney, Mary A. Hults.
Executive Assistant and Marketing Manager, Paul... [read more]
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1 month ago
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Hoarding disorder disproportionately affects older adults, according to the United States Senate Special Committee on Aging. While about 2 percent of the general population struggles with accumulating too many objects, hoarding impacts over 6 percent of people aged 65 and older.
The proportio... [read more]
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1 month ago
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Thanksgiving is an important l time for all of us each year as Americans. Our annual tradition of celebrating with family and friends on this holiday gives us the opportunity to focus on gratitude, give thanks, and enjoy a traditional meal, as we pay tribute to the many blessings we are so fortunate... [read more]
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2 months ago
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More than 5,000 seniors in Northeast Florida are on a waitlist for hunger-relief assistance. Each day, they’re forced to make heart-breaking choices: choosing between buying medicine or groceries or between eating lunch or dinner.
To meet this acute need and help honor ElderSource’s 50th annivers... [read more]
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2 months ago
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This October many of us in the greater Jacksonville area are feeling both relieved and fatigued from being on high alert with back-to-back hurricanes affecting Florida, and as we prepare for Halloween and the holiday season, we're reminded of how uncertain life can be.
During this wonderul fall s... [read more]
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3 months ago
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The deadline to file for entities formed before 2024 is January 1, 2025.
Why You Need To Know About Beneficial Ownership Information Reporting And The January 1, 2025 Deadline
In 2021, Congress passed the Corporate Transparency Act. This law creates a new Beneficial Ownership Information (BOI... [read more]
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3 months ago
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The Social Security Administration (SSA) has published a final rule simplifying and expanding its rental subsidy program for Supplemental Security Income (SSI).
Effective September 30, 2024, the new rule is likely to allow more people to qualify for SSI. In addition, some current SSI recipien... [read more]
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4 months ago
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Thanks to a new rule recently finalized by the federal government, obtaining and renewing health care coverage under the Medicaid program is set to become easier for millions of Americans.
What Is Medicaid?
Medicaid provides people living on limited income with access to health care services. ... [read more]
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4 months ago
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Medicaid planning is often a complex process aimed at preserving a person’s assets while qualifying for Medicaid benefits. Finding a way to pay for long-term care costs without depleting all your hard-earned assets is a key part of Medicaid planning.
One strategy for protecting assets and qua... [read more]
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