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The Five Key Legal Documents Every Adult Should Have

July 6, 2016 in News

According to many surveys, a majority of Americans do not have any estate planning documents in place. Some people think they are unnecessary and some people intend to have them drafted, but never quite get around to doing it. Here is a list of the five documents that everyone 18 years or older should have in place as part of an estate plan. Depending on an individual’s particular needs, additional documents may also be helpful.

Holly Howard, F.R.P. achieves Advanced Paralegal Certification

May 25, 2016 in News

Congratulations to our own Holly Howard for completing the Advanced Paralegal Certification program on Estate Planning to achieve the ACP credential! The Advanced Paralegal Certification program is provided by NALA to paralegals who have already achieved the Certified Paralegal (CP) designation and who complete a challenging course designated and monitored […]

Tax-Free ABLE Accounts Will Soon Help Some Disabled People Save Money

February 16, 2015 in News

Written by Tracy Zanco, Esquire

Pursuant to the Achieving a Better Life Experience (ABLE) Act of 2014, new tax-free savings accounts will soon be available for certain people with disabilities.  The ABLE Act amends Section 529 of the Internal Revenue Code of 1986 and aims to help people with disabilities save money while retaining important government benefits.  Accounts may be in place in some states in 2015, but the implementation dates will vary from state to state.  The Florida ABLE Program will be implemented on or before July 1, 2016.

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