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Marathon Thoughts

Marathon Thoughts

My marathoning started in 2013 with a “one and done” running of the Boston marathon.  I thought for my 50 year-old midlife crisis I would run one marathon and then stick to 5ks and half marathons.  You might recall that 2013 was the year of the marathon bombing.  I...

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Avoiding Scams

Avoiding Scams

Recently Valentine’s Day came around bringing with it new issues involving avoiding scams.  Scammers never give up and never tire of trying new ways to reach personal and financial information.  One reason they never give up is because their tricks work on many...

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Failing to Make an Estate Plan

Failing to Make an Estate Plan

If you fail to plan, you are planning to fail”-Ben Franklin This quote from Ben Franklin applies to the estate planning world.  In our practice we continually see clients who have never made an estate plan.  These are smart, successful people retired from impressive...

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What about a DIY Estate Plan?

What about a DIY Estate Plan?

Sometimes clients tell me they will not need to sign a Will.  They believe they have taken care of asset transfers after death by adding their children to their bank accounts.  They may even have added a child’s name to the title of their homestead by signing a...

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What Are My Rights as a Will Beneficiary?

What Are My Rights as a Will Beneficiary?

When you’ve been named as a beneficiary in a Florida will, you may be unsure about what is required of you and what rights you may have.  Uncertainty can be stressful, particularly during a time when you’ve lost a loved one and family assets are being divided....

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Too Many Meds

Too Many Meds

Have you ever looked at your pills and thought to yourself “Wow, I take too many meds” or “I’m not sure why I take this pill.” Well you are not alone. The use of multiple medications or more medications than are medically necessary is know as polypharmacy.  In 2019,...

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Challenging a Will

Challenging a Will

When a person dies with a will, their will lays out who receives their property (called “heirs”) and who will manage and distribute their estate (called the “personal representative”).  For many reasons, potential beneficiaries can feel slighted by what they did...

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