Amy Phillips by Luciana Trompa

Ready For What’s Next? Learn Why Regular Will Reviews Are Essential

Lucianatrompa — 2024-03-26 16:43:31 UTC

For many in Florida, updating their will might not be top of mind, but it should be. In this article, we’ll explore the importance of updating your will and how it can ensure your wishes are honored and your loved ones are protected.

https://amyphillipspllc.com/ready-for-whats-next-learn-why-regular-will-reviews-are-essential/

To contact an estate planning attorney in Florida today, simply contact us online or at 863-268-8292 to set up your first fully confidential consultation. We are here to help.

#EstatePlanning #FloridaLaw #WillReview #FamilyProtection #SecureFuture #AmyLPhillipsPLLC

Post about Newsletter: Does a Will Help You Avoid Probate in Florida?

daniela938 — 2024-04-29 18:27:13 UTC

Does a will help you avoid probate in Florida?

Having a will can make distribution easier, but on its own, a will cannot keep your estate from going through probate. Wills, however, play a critical role in the probate process. Learn more below.

https://amyphillipspllc.com/does-a-will-help-you-avoid-probate-in-florida/

#EstatePlanning #AmyLPhillipsPLLC

The Importance of Keeping Your Estate Plan Updated

Lucianatrompa — 2024-06-11 20:51:05 UTC

Jeffrey Rolison and Margaret Sjostedt's story is a cautionary tale about the dangers of outdated estate plans. After 40 years, Sjostedt stands to inherit Rolison's $1M retirement account, all due to an overlooked beneficiary form from 1987.

Read their full story here: WSJ - Inherited Retirement Savings

Life events such as marriage, divorce, the birth of a child, or the death of a loved one can drastically change your estate planning needs. Regular reviews with a professional advisor ensure your wishes are honored and your assets are distributed as you intend.

https://amyphillipspllc.com

#EstatePlanning #SecureYourLegacy #UpdateYourWill #EstatePlanUpdate

The Crucial Role of an Estate Executor.

Lucianatrompa — 2024-07-02 22:25:15 UTC

Becoming an estate executor is often an unexpected and overwhelming responsibility. From dealing with family drama to the tedious process of managing assets, the role can be both emotionally and financially taxing.

Take Greg Kern, for instance, who spent over 200 hours managing his father-in-law’s estate amidst raw family feelings and unexpected complications.

Many underestimate the time, effort, and expense involved in being an executor. The process can become even more challenging without proper planning, often requiring legal intervention and court oversight.

Read the full story here:

https://www.wsj.com/personal-finance/grief-then-paperwork-the-messy-thankless-job-of-an-estate-executor-6bb1e228?st=srppovoo0ae03fj&reflink=desktopwebshare_permalink

#EstatePlanning #ExecutorChallenges #EstateAdministration

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:56:58 UTC

Join us for an insightful webinar, "What If: a Free Webinar on Wills and More," presented by Amy L. Phillips. Learn about wills, trusts, and other essential documents that should be a part of everyone's estate plan, regardless of age or assets.

🗓️ Date: Wednesday, July 24

⌚ Time: 1:00 PM ET
📍 Location: Zoom

In this webinar, you will learn:

The difference between a Will and a Trust and when each might be appropriate.
The key documents everyone should have, including Wills, Trusts, and POAs.
How to ensure your wishes are carried out if you become incapacitated.
The basics of probate and how it affects your estate.
Tips for keeping your estate plan up to date and organized.

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:57:32 UTC

Have you ever wondered, "What if?" It can be overwhelming to imagine the unknowns – what happens to your kids, pets, bills, and home if something happens to you? Don't worry; we're here to help you plan ahead!

Join us for an insightful webinar, "What If: a Free Webinar on Wills and More," presented by Amy L. Phillips.

🗓️ Date: Wednesday, July 24

⌚ Time: 1:00 PM ET
📍 Location: Zoom

In this webinar, you will learn:

The difference between a Will and a Trust and when each might be appropriate.
The key documents everyone should have, including Wills, Trusts, and POAs.
How to ensure your wishes are carried out if you become incapacitated.
The basics of probate and how it affects your estate.
Tips for keeping your estate plan up to date and organized.

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:57:40 UTC

Our free webinar is a valuable opportunity to gain the knowledge and tools necessary for effective estate planning. By joining us, you can ensure your wishes are respected and your loved ones are protected.

In this webinar, you will learn:

The difference between a Will and a Trust and when each might be appropriate.
The key documents everyone should have, including Wills, Trusts, and POAs.
How to ensure your wishes are carried out if you become incapacitated.
The basics of probate and how it affects your estate.
Tips for keeping your estate plan up to date and organized.

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:57:46 UTC

FREE WEBINAR: It can be overwhelming to imagine what would happen if you were in an accident – to your kids, your pets, your bills, your home…the list goes on and on. But there are easy steps you can take to answer those “what if” questions.

Join us on “What If: a Free Webinar on Wills and More,” presented by Amy L. Phillips, where we'll discuss wills, trusts, and other essential documents that should be a part of everyone’s estate plan.

🗓️ Date: Wednesday, July 24

⌚ Time: 1:00 PM ET
📍 Location: Zoom

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:57:57 UTC

Register for our FREE webinar on wills, trusts, and other essential documents that should be part of your estate plan. No matter your age or assets, planning ahead is beneficial for everyone.

🗓️ Date: Wednesday, July 24

⌚ Time: 1:00 PM ET
📍 Location: Zoom

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning

What If…a Free Webinar on Wills and More

Lucianatrompa — 2024-07-09 15:58:13 UTC

Ever wondered, "What if"? It's easy to get overwhelmed by the unknowns of the future. But you can take control and answer those "what if" questions with a solid estate plan.

Join us for "What If: a Free Webinar on Wills and More," presented by Amy L. Phillips.

🗓️ Date: Wednesday, July 24

⌚ Time: 1:00 PM ET
📍 Location: Zoom

In this webinar, you will learn:

The difference between a Will and a Trust and when each might be appropriate.
The key documents everyone should have, including Wills, Trusts, and POAs.
How to ensure your wishes are carried out if you become incapacitated.
The basics of probate and how it affects your estate.
Tips for keeping your estate plan up to date and organized.

👉 Register now:

https://amyphillipspllc.com/what-ifa-free-webinar-on-wills-and-more

#EstatePlanning #Webinar #WillsAndTrusts #FuturePlanning