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Scheduling Good-Byes: One Role of a Living Will
December 12th, 2017
December can be, for many of us, a difficult time of year. As we lose family members and friends over the years, holidays often remind us of those losses. Personally, this is the first Christmas I’m headed to Texas since the last Christmas I wa…
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Categories: Living Will
Tags: Florida
Probate as a Puzzle: Understanding What You've Been Told to Avoid
July 11th, 2017
The probate process in Florida has garnered quite a negative reputation as lengthy, expensive, and sometimes bitter. In some instances, that reputation is deserved. Then again, just one bad experience can sully a lot of people’s opinions, especiall…
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Step Into My Shoes: More Key Benefits of Using a Comprehensive Power of Attorney (Part II)
April 28th, 2017
A power of attorney authorizes your agent to, essentially, step into your shoes (no matter whether you prefer sneakers or pumps) in order to handle your affairs and conduct business on your behalf. This business includes the business of your everyday…
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Categories: Powers of Attorney
Tags: Florida
Four Key Benefits of Using a Comprehensive Power of Attorney (Top Benefits, Part I)
April 25th, 2017
Having talked about some of the basics of powers of attorney in the last post, let’s count down some of the top benefits of having a comprehensive power of attorney as part of your well-planned estate. 1. Avoid the necessity of a guardianship or co…
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Categories: Powers of Attorney
Tags: Florida
Powers of Attorney: Some Basic Principles for Principals
April 9th, 2017
Powers of attorney do not refer to how much your attorney can bench press or lift. Instead, a power of attorney is a document that identifies and gives power to a person to make decisions for you in the case of incapacity. The benefits of a highly de…
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Categories: Powers of Attorney
Tags: Florida
The Blended Family: Providing for Spouses, Children and Stepchildren
March 28th, 2017
When dividing property, fairness is essential, but it’s also subjective. Thinking about wills and who you want to inherit your assets is difficult for anyone, but the process is more complex for blended families. Some of the same rules apply. M…
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Tags: Florida
Can We Talk? Having the Needed Conversations with Potential Guardians
February 8th, 2017
Estate planning is more than making choices. It is also about having conversations with those people you select to act for you in case of your death or disability—personal representatives, powers of attorney, and guardians, to name a few. A lot of…
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Tags: Florida
Don’t Let These Four Key Account Types Fall Through the Cracks: Name Your Beneficiaries
January 25th, 2017
Your estate planning—that part naming whom you want to have things after you die—involves more than your will. You should also select whom you want to receive various accounts you have. These accounts can be given directly to those persons you na…
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Are You Planning a Legacy or a Mess?
January 17th, 2017
We probably don’t actually plan a mess. But without planning, often that is what we leave. A recent book by a Jacksonville author highlights this potential pitfall. The Florida Times Union this week featured an article about a new book by Jacks…
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Tags: Florida
The Blended Family: Who is your Health Care Surrogate?
October 19th, 2016
Ultimately, you have the right to decide what type of health care you would like to receive. You also have the right to decide whom you want to make these decisions. Blended families present some unique challenges in these situations. To help that, c…
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Categories: Health Care Surrogates
Tags: Florida