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Check out our latest blog post on Guardianship, Probate, and Estate Planning! And make sure like us on social media!
Florida's Homestead Law Can Save Your House from Creditors -- and Ruin Your Will If You Are Not Careful
Florida homestead is one of the strongest asset protections in the country, but it comes with strings attached that can quietly undo a carefully written will. Here is what Orlando families need to know before the real estate closing, the remarriage, or the estate meeting.

David A. Yergey III (“D3”)


“I’m single. Do I really need an estate plan?”
Yes. And not because something is wrong. Being single can mean freedom, independence, flexibility, and the ability to build a life that looks exactly the way you want it to look. That is worth celebrating. It also means you get to be intentional about the people, priorities, and plans that matter most to you. Estate planning fits into that picture. A lot of people assume estate planning is something you do after marriage, after kids, or much later in life. But it is not just

Kristina Gianni
What Really Happens at Your First Estate Planning Meeting in Florida
Most people picture estate planning as a stiff, intimidating process full of legal jargon. In reality, the first meeting is mostly a conversation. Here is what to expect, what to bring, and how our firm keeps the process simple for Florida families.

David A. Yergey III (“D3”)
Your Disabled Child Could Lose Everything You Leave Them -- Unless You Plan Around a $2,000 Trap
If your child or grandchild has a disability and relies on government benefits, leaving them money directly could cost them their health insurance and monthly income. A special needs trust protects both the inheritance and the benefits.

David A. Yergey III (“D3”)
When Should You Update Your Florida Estate Plan? Seven Life Events That Change Everything
An estate plan is not a set-it-and-forget-it document. Certain life events can turn a perfectly good plan into one that does the opposite of what you intended.

David A. Yergey III (“D3”)
Estate Planning Checklist for Orlando Residents
Estate planning is not a single document or a one-time event — it is a comprehensive set of legal tools designed to protect you during your lifetime and ensure your assets pass efficiently to the people and causes you care about after you are gone. For Orlando and Central Florida residents, Florida law offers unique planning opportunities and imposes distinct requirements that make working with a local attorney especially valuable. Below is a comprehensive estate planning che

Kristina Gianni
5 Estate Planning Mistakes Florida Families Make
Estate planning is one of the most important steps a Florida family can take to protect their assets, honor their wishes, and spare loved ones unnecessary stress. Yet many Orlando and Central Florida residents either have no plan at all or have a plan with critical flaws that will cause problems when it matters most. As estate planning attorneys, we see the same mistakes repeatedly. Here are the five most costly estate planning errors — and how to avoid them. Mistake #1: Not

Kristina Gianni
Revocable vs. Irrevocable Trusts: Which Is Right for You?
When it comes to estate planning in Florida, one of the most important decisions you will make is whether to use a revocable trust, an irrevocable trust, or both. Each serves a distinct purpose, and the right choice depends on your goals — whether that is avoiding probate, protecting assets from creditors, qualifying for Medicaid, or minimizing estate taxes. At Yergey & Yergey P.A., we help Orlando and Central Florida families navigate these decisions every day. What Is a Rev

Kristina Gianni
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