Common Reasons Why People Put Off Estate Planning

Estate planning involves making decisions on who will inherit your estate upon your death. It also ensures that you and your assets are taken care of in the way you wish if you become disabled, and that your loved ones are cared for after your passing.

How to Manage A Loved One’s Money

Are you helping to manage an elderly loved one’s money?  For older parents, especially those with mental impairments such as Alzheimer’s and dementia, handling their money and paying bills is one of the first skills they lose.

We Weren’t Expecting THIS Kind of Traffic!

What started off as a typical Friday morning in our office quickly turned to excitement as a wheel flew off a semi traveling down Duval Street and crashed through one of our office windows!

Valuable Lessons from the Prince Estate

Valuable Lessons from the Prince Estate

The late Prince Rogers Nelson’s estate continues to make national news. Unfortunately, the reasons for this publicity are not positive and should serve as a strong cautionary tale for anyone who does not yet have good, state-specific estate planning in place.  While Prince’s failure to plan provides many valuable lessons, I believe the following two are the most important.

I Just Want a Simple Will by Teresa Morgan

“I just want a simple will.” As an attorney who has for the past twenty years focused a large part of her practice on estate planning, I cannot begin to count the number of times I have heard that statement from a new or prospective client.

Who Gets Grandma’s Yellow Pie Plate?

Personal belongings often have special meaning for individuals and family members. Planning to pass on such items — treasured wedding photo, Grandpa’s fishing tackle box, or a well-used yellow pie plate — can be challenging, and may lead to family conflict.

4 Smart Ways to Leave a Legacy

Give to charity Another way to leave a legacy is by contributing money or the equivalent to a charitable cause that reflects your values.