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When Estate Plans Change and Are Challenged
Estate plans are designed to provide a clear roadmap for distributing an individual’s assets after their passing. However, these plans can sometimes be contested, leading...
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Preparing Your College-Bound Child with Essential Legal Documents
As the excitement for parents, teachers, and hopefully the students for back-to-school season approaches, many parents and guardians find themselves preparing their “children” for college...
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Long-Term Charitable Giving Strategies: Ensuring Your Legacy Lives On (Part 2)
As we continue our series on ensuring your legacy lives on, this blog dives deeper into long-term charitable giving strategies. If you haven't already, be...
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Planned Giving: Ensuring Your Legacy Lives On
Planned giving is an impactful way to ensure your legacy supports the cause(s) you care about while also providing significant benefits to your estate. At...
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Understanding Beneficiary Rights in Florida: Why Professional Help Matters
In estate planning, a “beneficiary” is someone legally entitled to receive benefits from a will, trust, life insurance policy, or retirement account. In Florida, beneficiary...
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Celebrating Pride Month: The Importance of Planning for the LGBTQ+ Community
As we celebrate Pride Month, it's important to acknowledge the unique challenges the LGBTQ+ community faces in estate planning. Landmark decisions like U.S. v. Windsor...
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Navigating New Milestones: The Importance of Planning After Your Child’s Graduation
Graduation, whether from high school or college, marks a significant transition for your child into adulthood. This milestone brings about new responsibilities, particularly in legal...
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Celebrating Mom: The Importance of Planning for the Future
As Mother's Day nears, it's an opportune time to consider a lasting gift for mom—the gift of security through comprehensive planning. Elder law and estate...
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Safeguarding Your Wealth: Asset Protection Strategies in Florida
Life throws curveballs. Lawsuits, accidents, and unexpected expenses can threaten your financial security. But what if you could build a wall of protection around your...
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Seamless Life Planning: Your Pre-Vacation Checklist
As Spring ushers in dreams of vacations to Disney World, sandy beaches, and serene Florida vacation homes, it's the perfect reminder of the importance of...