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- Aging
- Care Planning
- Children with Special Needs
- Citizens with Disabilities
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida Wills
- Grandchildren with Special Needs
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Legacy Planning
- Long-Term Care
- Medicaid
- North Florida
- Orange Park
- Seniors
- Special Needs Planning
- St. Augustine
- St. Johns County
- Trust Administration
- Trusts
- Wills
- 6 years ago
- We're often asked what it is that we actually do as Elder Law Attorneys. Our simple answer is that we help clients of all ages, including people with disabilities, be prepared to manage a health crisis or emergency, prepare for their (and their families' and loved ones) futures, and be ready to ... [read more]
Category archives: Legacy Planning
- 6 years ago
- We are often asked by clients how difficult it is to administer a Trust. Our answer is that Trust Administration is a formal fiduciary process that can be a complicated task for a Trustee (the person who manages the administration) to handle properly on their own. There are numerous specific and det... [read more]
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- Asset Protection
- Beneficiaries
- Care Managers
- Care Planning
- Caregivers
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Florida
- Florida First Coast
- Florida Wills
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Jacksonville Bar Association
- Legacy Planning
- Life Care Planning
- Long-Term Care
- Medicaid Planning
- North Florida
- Orange Park
- Planning
- St. Augustine
- St. Johns County
- Trusts
- Wills
- 6 years ago
- We're often asked what it means to be an Elder Law Attorney, and if it is the same as being an Estate Planning Attorney. Our answer is that while Estate Planning is an important aspect of Elder Law, an Elder Law Attorney is concerned with much more than only creating Wills and Trusts. As Elder Law A... [read more]
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- Asset Protection
- Care Planning
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Planning
- Estate Plans
- Florida
- Florida First Coast
- Florida Wills
- Green Cove Springs
- Jacksonville
- Legacy Planning
- Life Care Planning
- Life Care Plans
- North Florida
- Orange Park
- Seniors
- St. Augustine
- St. Johns County
- Trusts
- Wills
- 6 years ago
- 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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- Children
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Estate Planning
- Florida
- Green Cove Springs
- Health Care Directives
- Health Care Proxy with HIPAA Release
- Health Care Surrogate
- HIPAA Release
- IRA Gifting to Children
- Jacksonville
- Legacy Planning
- Lifetime Living Documents
- Living Will
- Minor Children
- North Florida
- Orange Park
- St. Augustine
- St. Johns County
- Young Families
- 6 years ago
- A question we're often asked is how parents can make sure that their minor children are provided for in the event that they cannot care for them due to incapacity or death. Our answer is that this is an incredibly important consideration and that, in addition to having their own Advance Directive... [read more]
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- Asset Protection
- Care Planning
- Caregivers
- Christmas
- Clay County
- Durable Powers of Attorney
- Duval County
- Elder Law
- Estate Planning
- Florida
- Florida First Coast
- Green Cove Springs
- Holidays
- Jacksonville
- Legacy Planning
- Life Care Planning
- Medicaid Eligiblity
- Medicaid Planning
- New Year
- North Florida
- Orange Park
- Planning
- St. Augustine
- St. Johns County
- Trust Administration
- Trusts
- Wills
- 6 years ago
- As we enjoy Celebrating Christmas and the Holiday season this and next week, our attorneys are seeing a few clients by appointment, but our offices are closed to allow us to spend time with our families and loved ones. With the end of 2018 upon us, and a New Year approaching, we want to take a momen... [read more]
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- 401(k) Plans
- 529 Plans
- ABLE Accounts
- Achieving a Better Life Experience Act of 2014
- Affordable Care Act
- Clay County
- Duval County
- Elder Law
- Estate Planning
- Estate Plans
- Federal Tax Code
- Florida
- Green Cove Springs
- Individual Retirement Accounts
- IRA
- Jacksonville
- Legacy Planning
- Life Care Planning
- North Florida
- Orange Park
- Roth 401(k)
- Roth IRAs
- Saver's Credit
- St. Augustine
- St. Johns County
- Taxes
- 6 years ago
- Under the federal tax code, certain low- and middle-income workers are eligible for a tax credit, known as the Saver’s Credit, designed to reward them for contributing to their retirement plans. The new tax law, the Tax Cuts and Jobs Act, provides that people will now be able to benefit from ... [read more]
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- Care Planning
- Children with Special Needs
- Clay County
- Durable Power of Attorney
- Duval County
- Elder Law
- Elderly
- Estate Plans
- Estate Tax
- Florida
- Florida Wills
- Green Cove Springs
- Health Care Directives
- Jacksonville
- Legacy Planning
- Life Care Planning
- Life Care Plans
- Lifetime Living Documents
- Living Will
- Medicaid
- Medicaid Application
- Medicaid Eligiblity
- Medicaid Planning
- New Year
- North Florida
- Orange Park
- Probate
- Seniors
- Special Needs Planning
- Special Needs Trust
- St. Augustine
- St. Johns County
- Trusts
- Will
- Wills
- 6 years ago
- To better serve our clients and their families who live or work in Julington Creek, St. Johns, Fruit Cove, Switzerland, Orangedale, Mandarin, and surrounding areas, we have opened a local office conveniently located in the Julington Creek Business Park at 12627 San Jose Boulevard, Suite 102-A, Jacks... [read more]
- 6 years ago
- One question we're often asked by clients is if, in addition to helping them with their personal Estate Planning, is if we can also help them with planning for their business. Our answer is that we are happy to help with creating an Estate Plan to promote their legacy, avoid unnecessary tax liabilit... [read more]