Coming Soon!!
March Charity Spotlight
Do you want to donate a portion of your estate? Check out our Charity Spotlight if you want to see who we recommend!
We also explain what power trusts have in estate planning, our article can help you decide if a trust is right for you or show you how useful your trust can be!
Additionally, we want to help you avoid healthcare hoaxes. Read our article to see some common hoax messages and ways you can discern the truth from a hoax.
Finally, check out our article about leaving your estate to grandchildren. Click through to see what you can doo to protect your grandchildren's inheritance.
Read our newsletter HERE.
How We are Addressing COVID-19
We want you know how we are working to protect our clients from COVID-19. Our office has adapted workflows and increased sanitation of any areas clients frequent including, but not limited to: our lobby area, our conference rooms, doorknobs, and restrooms.
Want to know how trusts are taxed? we have an article that explains this process in our newsletter!
We also explain what you should do when a loved one passes away. There are certain things that are necessary to correctly handle a loved ones estate. Read our newsletter to learn what you need to do!
Finally, if you need a blood sugar monitor, then Medicare may cover it! Our article explains how Medicare can be used to cover the cost of your blood sugar monitor and includes a helpful link to more about Medicare.
Read our newsletter HERE.
COVID-19 Vaccination PSA
In this newsletter we show the most recent information on the COVID-19 vaccine in Alabama and Florida. We want to provide our clients and at-risk groups as much information as we can to keep you safe.
Additionally, you can read about our charity spotlight. If you are looking to donate part of your estate to a charity, use our charity spotlight as inspiration!
We also include information on talking to your loved ones about Estate Planning. Make your wishes known and speak to your loved ones about these wishes will help avoid conflicts about your estate after you pass away.
Finally, learn about probate. What is it? When is probate needed? Our article can give you some valuable information about the Probate process.
View our newsletter HERE to see information on the COVID-19 vaccine and resources as well as valuable information about estate planning!