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Embrace Your Season of Life

Facing the Realities of Aging Getting older is definitely not a cakewalk.  If there is one thing that is true for every living person on this planet it is that we all get older and eventually die.  No one yet

Posted in Advanced Directives, Choosing Your Lawyer, Elder Law, End of Life, Estate Planning, Will

End of Year Checklist

Annual Reminders The end of the year is a great time to review various aspects of your estate and financial plan.  Request a free credit report through annualcreditreport.com Consider placing a fraud alert on your credit cards. Create or update

Posted in Advanced Directives, Choosing Your Lawyer, Elder Law, Estate Planning, Living Trust, Probate and Guardianship, Will

Have You Completed Your End of Year Planning?

2019 Year-End Estate Planning Family Meeting: Now might be the time to have an end of year family meeting to help coordinate financial and other matters with your children and grandchildren.  Frank discussions about inheritance and your wishes if you

Posted in Estate Planning

Did You Plan for Your Pet?

Did You Include Your Pet in Your Estate Plan? People consider their spouses and children when creating their estate plan.  But, pets are family, too.  An estate plan should consider every aspect of life – if you have a pet,

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Posted in Estate Planning, Final Wishes, Pets, Will

SHOULD YOU RULE FROM THE GRAVE?

Estate planning attorneys are often asked by their clients to prepare Wills that pass along their money with strings attached.  I call this “dead hand control”. A common example is making an inheritance contingent upon the beneficiary being married to

Posted in Elder Law, Estate Planning

Secure Your Future

 5 Tips for Securing Your Assets, Healthcare and Legacy It’s your life and your legacy:  Make sure you have an updated estate plan.  And don’t wait until it’s too late! Create or Update Your Estate Plan: avoid unnecessary taxes, family

Posted in Advanced Directives, Elder Law, End of Life, Estate Planning, Will

Do You Know the Risks?

Risks abound for Do It Yourself estate planners Yes, you can do your estate planning without professional help. However, just because you can, doesn’t mean you should.  The risk of making a mistake is greater without help. The problem with

Posted in Estate Planning, Will

Do You Have a Pet?

Spending Time With Pets is Good For You! Most seniors want to stay at home while they age, but social isolation is a common problem.  A new survey done by a senior home care agency reports that one in five

Posted in Elder Rights, News

How Do You Leave Assets to Young Children?

For families with young children or grandchildren, special attention must be given to how assets will pass to minors.  If the child is under the age of 18, thought must be given as to how the child should receive the

Posted in Estate Planning, Living Trust, Will

Are You in a Domestic Partnership?

Domestic Partners Beware According to the U.S. Census Bureau, the number of unmarried couples ages 50 and over rose 75% between 2007 and 2016. Many of these couples choose to keep their finances separate because they already experienced one difficult

Posted in Final Wishes

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