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Check out our latest blog post on Guardianship, Probate, and Estate Planning! And make sure like us on social media!
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”)
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