Estate Planning

August 31, 2020

The First Step in a Child Protection Plan

Do you know that child protection planning is a part of estate planning? Child protection planning encompasses much more than financial assets. The most important aspect […]
August 29, 2020

If a Crisis Happens – Have a Plan You Can Trust!

A solid estate plan based on Florida law is meant to provide peace and comfort in times of need. Just like insurance, no one wants their […]
August 6, 2020

Do I Really Need to Include Social Media in an Estate Plan?

Consider how much information you keep on your social media profile before dismissing the idea of including it as part of your estate. Adding it to […]
July 24, 2020

A Comprehensive Durable Power of Attorney – Why does every adult need it?

Estate planning is much more than planning for the transfer of our assets upon our death. It is just as important to plan for our incapacity […]
April 3, 2020

Is a Revocable Living Trust Right for Me?

Revocable Living Trusts An estate plan based upon the foundation of a revocable living trust is one of the greatest strategies we have to create smooth […]
March 27, 2020
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Coronavirus Aid, Relief, and Economic Security (CARES) Act

The Us House & Senate passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act Here is information that individuals and business owners need to know […]
March 23, 2020

Embarking On New Adventures

March 20, 2020

Preserving Choices Provides Peace & Comfort

This short video provides information about how to preserve your choices by executing health care advance directives and the durable power of attorney.
March 19, 2020

Three Oaks COVID-19 Message

Despite the changes we have to make, we will continue to serve you so that you can protect yourself and your family during this time. What […]
July 16, 2019

The Importance of Planning Early

  “Planning is bringing the future into the present so that you can do something about it now.” -Alan Lakein  As we head into 2019 many […]
November 21, 2019

Everyone Needs a Comprehensive Durable Power of Attorney – What are the benefits?

Estate planning is much more than planning for the transfer of our assets upon our death, it is just as important to plan for our incapacity […]
November 21, 2019

Estate Planning Needs for Families with Minor Children

I’d like to share a topic that’s so important for my family – Estate Planning Needs for Families with Minor Children. I’m sure it’s not a […]
November 21, 2019

The Roles of a Mother: Protecting Your Children

As we enter this month honoring moms, I’d like us to take a step back and reflect on all of the roles of a mother. Mothers […]