Getting your affairs in order through an estate plan is a great way to prepare for your future, but have you ever thought about how your family will follow your instructions after your death? An estate planning “fire drill” will help you and your family openly talk and ask questions about your estate plan. Just like…

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Clients often create a living trust to provide for themselves and their loved ones—only to forget to fund it. Many others mistakenly believe that a trust automatically funds itself after a lawyer approves it. The truth is, you must take steps to fund your living trust if you want your beneficiaries to avoid a long…

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With COVID-19 continuing to create an unpredictable future, it’s important to consider some estate planning factors before the year’s end. By thinking ahead now and knowing what to look for, you can futureproof your estate plan and further your goals for years to come. You may also be able to take advantage of certain tax…

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Your estate plan gives your loved ones detailed instructions for the distribution of your property and assets, healthcare should you need it, and financial protection. An estate plan can be a valuable tool to protect and safeguard what you’ve worked so hard to achieve. It can also provide for healthcare or financial decisions should you…

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If you are suddenly unable to care for yourself physically or mentally, do you know who will make medical decisions for you? Unfortunately, many people find themselves in this position because they haven’t discussed their plan with anyone – or perhaps have a plan at all.  Appointing someone to make medical decisions for you when…

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We are pleased to announce that Amy L. Phillips, PLLC is now able to serve clients in two states, and recently opened a new office in Pittsburgh, PA with a focus on virtual estate planning services. This is in addition to our main office in Winter Haven, Florida. Now, with both locations, the firm has even…

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