Category: Estate Planning

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Estate Planning in the Digital Age

April 25, 2018

Often people don’t think about their “online presence” or the documents saved on their computer when they think of Estate Planning. Regardless of what many people think, people of all ages have digital assets. A study done in 2017 by…

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What is Daily Money Management?

November 29, 2017

With our rapidly growing population of seniors, more and more families will be dealing with loved ones who will face trouble managing their daily finances. Being unable to fully manage financial matters puts the elderly at risk of financial insecurity,…

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New State, New Will?

November 21, 2017

Moving to a new state is a lot of work.  Selling your home, packing, finding a new home, hiring a moving company, getting cars to a new state, finding new schools, new friends, a job.  Moving is stressful and by…

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Farewell to Electronic Wills in Florida, For Now

June 30, 2017

On Monday, Governor Rick Scott vetoed a controversial bill that would create the “Florida Electronic Wills Act.”  If passed, this bill would have allowed wills to be signed, witnessed and notarized remotely through audiovisual technology and would have permitted electronic…

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Comprehensive and flexible approach to estate planning. Easy to work with.

C.E.

Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!

S.C.
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