Amy L. Phillips, PLLC

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Amy L. Phillips, PLLC Amy L. Phillips, PLLC is an elder law and estate planning law firm in Winter Haven, Florida.

September is National Preparedness Month - and being prepared means more than having a flashlight and an emergency kit. ...
09/16/2026

September is National Preparedness Month - and being prepared means more than having a flashlight and an emergency kit. 🏠📋

If an emergency happens and you can’t make decisions for yourself, does your family know who can step in and what your wishes are?

Your estate plan can help provide clarity when your family needs it most. Take some time this month to review your wills, trusts, powers of attorney, and other important documents to make sure they still reflect your wishes.

Planning ahead can give you and your loved ones greater peace of mind when the unexpected happens.

Ready to make sure your plan is prepared? Schedule a virtual consultation, you don’t have to leave your kitchen table.

Families come in all shapes and sizes.Stepchildren, adopted children, half siblings, in-laws, grandchildren, and loved o...
09/04/2026

Families come in all shapes and sizes.

Stepchildren, adopted children, half siblings, in-laws, grandchildren, and loved ones you've raised as your own all play meaningful roles in our lives.

While these relationships may feel the same emotionally, they can have very different legal implications in estate planning.

That's why it's important to clearly identify the people who matter most to you and make sure your estate plan reflects your wishes - not assumptions.

Every family is unique, and your estate plan should be tailored to your family's story.
📞 Contact Amy L. Phillips PLLC to schedule your virtual consultation.

This post is for general educational purposes only and does not constitute legal advice.

One of the biggest misconceptions about estate planning is that it's only for people with significant wealth.The truth i...
08/28/2026

One of the biggest misconceptions about estate planning is that it's only for people with significant wealth.

The truth is, estate planning isn't about how much you own. It's about protecting the people and decisions that matter most.

An estate plan can help you:
✔️ Decide who will receive your assets
✔️ Name someone to make financial decisions if you're unable to do so
✔️ Designate someone to make healthcare decisions on your behalf
✔️ Provide guidance for your loved ones during a difficult time

Whether you own a home, have children, or simply want your wishes to be honored, estate planning is an important step in preparing for the future.

If you have questions about whether an estate plan is right for you, our office is here to help.

📞 Contact Amy L. Phillips PLLC to schedule a consultation.

This post is for general educational purposes only and does not constitute legal advice.

🏡 Your estate plan, explained.Wills. Trusts. Beneficiary designations. There’s a lot to consider when deciding how to pr...
08/25/2026

🏡 Your estate plan, explained.

Wills. Trusts. Beneficiary designations. There’s a lot to consider when deciding how to protect your loved ones and your legacy - but understanding your options is the first step.

Join us for our FREE Estate Planning Webinar on September 2nd at 1 PM! We’ll break down the basics of wills and trusts, explain the differences, and help you understand what may be the right fit for your unique goals.

💻 FREE Virtual Webinar
📅 September 2nd
⏰ 1 PM
🎟️ Register TODAY! https://us02web.zoom.us/webinar/register/WN_b0_Qmr06RnClZKMNmg-OeQ

Don’t leave your estate plan to chance. Let’s make it easier to understand. 💙

Many people assume that if they pass away without a will, everything will automatically go to their spouse or children. ...
08/24/2026

Many people assume that if they pass away without a will, everything will automatically go to their spouse or children. Unfortunately, that's not always how Florida law works.

When someone dies without a valid will, Florida's intestacy laws determine who inherits their property. Depending on your family circumstances, the outcome may be very different from what you would have chosen yourself.

Creating an estate plan allows you—not the state—to make important decisions, including:

✅: Who receives your assets
✅ Who will care for your minor children
✅Who will administer your estate

Planning ahead provides clarity for your loved ones and helps ensure your wishes are honored.

📞Contact Amy L. Phillips PLLC to schedule a consultation.

This post is for general educational purposes only and does not constitute legal advice.

Estate planning involves more than simply creating a will.While every person's situation is unique, three documents are ...
08/20/2026

Estate planning involves more than simply creating a will.

While every person's situation is unique, three documents are commonly included in many estate plans:
📄Last Will and Testament – Directs how your assets are distributed after your death.
📄Durable Power of Attorney – Allows someone you trust to manage financial matters if you're unable to do so.
📄 Advance Healthcare Directive – Communicates your healthcare wishes and helps ensure your medical decisions are respected.

These documents work together to help protect you and your loved ones by ensuring your wishes are clearly documented.

If you're ready to begin planning - or it's time to review your existing documents - our office is here to help.

📞 Contact Amy L. Phillips PLLC to schedule a consultation.
This post is for general educational purposes only and does not constitute legal advice.

FAQ: What do I do about all my STUFF?Part 1: 🎨 💎 👑 My recommendation is usually to consider listing anything of large fi...
02/22/2026

FAQ: What do I do about all my STUFF?

Part 1: 🎨 💎 👑 My recommendation is usually to consider listing anything of large financial value (art, antiques, collectibles, jewelry, your royal tiara) or anything that might not be safe in the wrong hands (guns, animals), in your estate planning documents. 🐱 🐶 🐴 🐍

Otherwise, special personal items can be listed in a document called a personal property memo. That’s just a list that you can write in your own handwriting, sign it, and date it. ✍🏽

💜 🐶 The Lavender-tinted (thanks, iPhone update) Legal Labradoodle is back after a yearlong social media break!  It may b...
02/18/2026

💜 🐶 The Lavender-tinted (thanks, iPhone update) Legal Labradoodle is back after a yearlong social media break! It may be too late for 💘 Valentine’s Day 💘 posts, but it’s (almost) never too late to protect yourself and your loved ones by getting your estate planning documents in order. It’s one of the most loving things you can do for them. 💕💐

🤓 Ready to plan? Set up a full estate planning consultation. https://calendly.com/alppllc/virtualconsult?month=2026-02

🤔 Just curious? Set up a free 15-minute call with our case manager where you can ask questions and get a feel for our process. https://calendly.com/morgan-alp/introductory-call?month=2026-02

🔍 Be sure to check out this guide that outlines our estate planning process from start to finish. https://drive.google.com/file/d/1fwhznsUx31CVBR9NlORFDc2Kl3y7VgO9/view?usp=drivesdk

With new updates on property taxes and estate planning in Florida, now is the perfect time to review your plan and ensur...
12/29/2024

With new updates on property taxes and estate planning in Florida, now is the perfect time to review your plan and ensure your assets are protected. 🏡

From homestead exemptions to evolving tax regulations, staying informed can save your family from surprises.

https://www.mondaq.com/unitedstates/property-taxes/1555920/2024-year-end-estate-planning-florida-updates

At Amy Phillips, PLLC, we’re here to help you navigate these changes and secure your legacy for the future. Let’s start the new year with peace of mind!

Florida is one of a few states in the nation that allows for a property tax break for taxpayers who have a Florida home as their primary residence (otherwise known as a "homestead exemption").

Wishing you and your loved ones a warm, peaceful, and happy holiday season! Thank you for trusting us this year with you...
12/25/2024

Wishing you and your loved ones a warm, peaceful, and happy holiday season! Thank you for trusting us this year with your estate planning needs – it’s an honor to help secure your legacy. 💙

Address

99 Sixth Street SW, Suite 206
Winter Haven, FL
33880

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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