The SafeEstates Blog

July 5, 2018

Love our service? Leave us a Google Review!

If you've had a great experience with Safe Estates, we'd be so honored if you would leave us a Google Review. It helps new customers find us and get help planning their wills, estates and trusts. We appreciate your feedback and strive to provide our customers with the best experience. Leaving a review is quick and easy to do. Click here - this will take you to the Google Maps link of Safe Estates. Scroll down on the left and you'll see the option that says "Write a Review" (see above, circled in purple) Select the "stars", write your review, and...

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December 5, 2017

Christmas Edition – The Man Who Invented Christmas

The Man Who Invented Christmas (now in theaters everywhere) tells the magical journey that led to the creation of Ebenezer Scrooge, Bob Cratchit, Tiny Tim, and other classic characters from A Christmas Carol . We hope you have time and opportunity to see it with people you love. Charles Dickens loved Christmas. We love reading Charles Dickens tell about Christmas. So here is a selection from The Posthumous Papers of the Pickwick Clubwritten by a young and confident Dickens. Christmas was close at hand, in all his bluff and hearty honesty; it was the season of hospitality, merriment, and open-heartedness; the old year was preparing, like an...

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November 5, 2017

A Lesson From Tom Petty on End of Life Decisions

After Randy finished law school, he joined a law firm in Gainesville, Florida. From the law firm partners and the local judges, Randy received much mentoring, kindness, encouragement and correction. One judge was especially memorable. Judge Tench had silver hair, wore a neatly trimmed and waxed handlebar moustache, and was a dapper dresser. At an early morning hearing, Judge Tench enthusiastically described attending his son’s rock concert in Jacksonville the night before. Randy knew the judge’s son played in a local band, but did not know much about the group. It was remarkable to hear conservative and distinguished Judge Tench so supportive of his son’s...

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July 3, 2017

Independence Day Reflections

I recently watched the movie version of the musical 1776.  I remember seeing the stage version in Texas in 1976.  My brother, Jonathan, played in the orchestra.  The musical tells the story of the Declaration of Independence.  The take-away lesson for me: stay focused on the goal of independence even though it requires painful political compromise.  Thomas Jefferson, John Adams and Benjamin Franklin collaborated and shepherded 13 distinct colonies to form one unified nation.  The delegates had arguments but stuck to the task until the goal was reached.  We continue to grow in our realization of the promises and truths expressed...

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November 17, 2016

Client Appreciation Event

We hosted a Client Appreciation Event on November 15th. We enjoyed food and refreshments, and a chance to catch up with our wonderful clients. We had a chance to hear Don Coomer tell his fascinating story of a near death experience. We are so grateful for your business - if it's the last few months or the last few decades. And we hope you can join us at our next client appreciation event!

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November 3, 2016

Don’s Story – “Back From the Brink”

Thanks for everyone who joined us at our client event last week. We are so thankful for your friendship and business over the years. A special thanks to Don who shared his incredible story. If you missed it, please enjoy the video below.

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September 1, 2015

Honest Conversations About Marriage

My parents would have celebrated 69 years of marriage on August 9.  They had a lot of honest conversations along the way to keep their relationship on track.  Their love and commitment to each other was a great blessing to our family.  My Uncle Frank and Aunt Kathryn had the same love and commitment until her death after more than 20 years of marriage.  Frank’s story did not end there.  He later married a widow, and Frank and Aunt Carolyn shared the same love and commitment for almost 40 years of marriage until his death.  Their blended family of 8...

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June 10, 2015

Protect Your Pets in Your Estate Plan

Do you have a pet that you consider to be a member of your family?  My husband, RJ, and I don’t have pets now, but we enjoy pet sitting for our “nephews,” Bentley (a springer spaniel) and Cole (a black lab).  We hope to add a dog to our family sometime in the near future.  If you have a beloved pet, make sure that pet would be taken care of if anything happened to you.  You can nominate a guardian for your pet, and you can even set up a pet trust in your estate plan to provide money and...

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October 20, 2014

The Sharp Edges of Grief

I meet some of my clients for the first time when they come to me following the loss of someone very special to them.  I like to give them an opportunity to tell their story before we dive into their legal issues.  Often they are still grieving and unready to make significant decisions.  I have noticed that grief and loss reach all generations.  When indie pop singer/songwriter Ingrid Michaelson posted on Facebook the news of her mother’s recent death, her broken hearted message received 12,000 likes and 2,000 comments within hours. In August I attended a class on Recovering from...

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July 1, 2014

A Happy Ending to a Life Lived Well

I was sitting at my desk, preparing to start another work day, when a nurse at Lakeshore Senior Living called to tell me my father had died peacefully in his sleep earlier that morning. He was 94 and mentally sharp until the end. We celebrated his wonderful life for the next three days, ending with graveside military honors and burial alongside my mother, grandparents, aunt and uncle at Woodlawn Memorial Gardens. Here are some estate planning and probate truths I learned from my father. Revocable living trusts avoid the expense and delay of probate. My parents made a revocable living...

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