Blog

Fate

Don’t Let Fate Determine Your Estate! Many folks think that Estate Planning is just for the wealthy.  But, think again.  Everyone has an “estate” worth planning for- some are just more complicated than others.  No matter how much money you

Posted in Estate Planning

Too Hot to Live In Florida?  Think Again!

Consider this recent headline: “Americans in 26 states are struggling with heat warnings and advisories as near triple-digit temperatures smother states from New York to California”. So, Snowbirds, if it’s getting hot EVERYWHERE in the summer, maybe you ought to just stay

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Posted in Choosing Your Lawyer, News

IS YOUR ESTATE PLANNING UP TO DATE?

Answer these 7 simple questions to find out! Have you prepared a Will or Trust? If you do not have a will, the State of Florida will determine how your assets will pass.  This could have potentially undesired results! If

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Posted in Estate Planning

What To Do After You Make Your Estate Plan

Here is a list of quick tips for what to do after you leave the attorney’s office: Keep your original documents in a safe and secure place. Make sure your agent under your Power of Attorney knows where you keep

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Posted in Estate Planning

Moving to Florida?

Important Tips for New Florida Residents Welcome to Florida.  To ease the transition to your new home, below is a checklist of important tasks to complete your move. Driver’s License or ID Card:  Florida requires that you obtain a Florida

Posted in News

The Dementia Living Will

A Dementia Living Will is specifically designed to address advance care planning in cases of dementia.  In order to be effective, the document must be combined with a Designation of Advance Healthcare Surrogate and a Living Will. For many people

Posted in Advanced Directives, Elder Law, Elder Rights, Estate Planning

May is Older American’s Month!

The contributions of older Americans is recognized each May.  This year’s theme is “Engage at Every Age”, which emphasizes that you are never too old to enrich your physical and emotional well-being. To encourage healthy and productive Golden Years, consider

Posted in News

NATIONAL WOMEN’S HEALTH WEEK IS NOW!

The 19th annual National Women’s Health Week kicked off on Mother’s Day, May 13, and is celebrated through May 19, 2018. The U.S. Department of Health and Human Services’ Office on Women’s Health leads National Women’s Health Week to encourage

Posted in News

Getting Your Affairs in Order

Getting Your Affairs in Order Making healthcare decisions for yourself or someone who is no longer able to do so can be overwhelming.  That is why I recommend that my clients make decisions and arrangements while they can participate in

Posted in Advanced Directives, Estate Planning, Living Trust, Probate and Guardianship, Will

An Easy Way to Make a Charitable Gift

The 2017 Tax Season is now over, but it’s never too early to start your end-of-year planning to save taxes in the coming year. Did you know that you can use your required minimum distributions from a traditional IRA to

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Posted in Taxes

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
629 N. Dixie HWY
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667