By Teresa Bowman | Published October 15, 2019 | Posted in Estate Planning | Comments Off on Is it Time for an Estate Planning Checkup?
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Is it Time for an Estate Planning Checkup?
As the year moves into fall and 2020 looms closer, it may be a good time to consider an estate planning checkup before the year ends. A thorough review of your estate plan should happen every 5 years or so, or sooner if there have been significant changes in your life. Such changes might include Read More
Read MoreConversations You Should Consider Having with Your Adult Children
As we age it’s a good idea of start thinking about tidy’s up our lives. I’m not taking about “Marie Kondoing” your home. (If you don’t know who she is, well then think about Mary Poppins and her idea of clean). No, I’m talking about putting things in order so that if we need help Read More
Read MoreWhen a Child Legally Becomes an Adult: A Parent’s Right to Stay Informed
When a Child Legally Becomes an Adult: A Parent’s Right to Stay Informed When your child was under the age of 18, and before he or she became an adult in the eyes of the law, it was easy to get information from their school, teacher, the school nurse, and to speak to your child’s Read More
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Florida Protected Homestead and Medicaid
Florida Protected Homestead and Medicaid The Omnibus Budget Reconciliation Act of 1993, which amended the Social Security Act, requires every state to recover against the estate of any Medicaid recipient, the sum of money paid out on the recipient’s behalf prior to death. When an estate is opened, if there are no liquid assets to Read More
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5.0/5.0I had another lawyer help me with estate planning, and only be semi-knowledgeable about these things I trusted his advice. Then he had some troubles which made me question his advice. I asked Teresa if she could review my documents and advise if ever...
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Working with Teresa and her staff has been a very positive experience. At every turn she assisted us in making a very difficult situation more manageable. Her firm practices good communications, professional services, and is always willing to help ...
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Teresa has provided my husband and me total peace of mind with her intuitive understanding of our estate planning needs.
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5.0/5.0I have been lucky enough to work with Teresa and her team with several clients and find her service and advise to be consistently of the highest of standards. She is a pleasure to deal with and nothing is ever too much trouble for her. I cannot recom...
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Teresa is easy to talk to and is understanding of the situation brought to her. I would highly recommend her for your legal representative.
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