Amy L. Phillips, PLLC

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. ✍🏽

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

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").

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. 💙

12/24/2024

...because peace of mind is the best present under the tree!

12/20/2024

The clock is ticking on 2024! Don’t forget:

- Some estate planning changes may have tax implications.
- End-of-year is the perfect time to ensure your plan is up to date.

Let us help you finish the year strong with an estate plan that protects what matters most. 🎄

12/19/2024

Don’t leave your legacy up to chance—plan ahead with an estate plan that reflects your values and secures your family’s future. 📝

Schedule your consultation today and give your family the gift of peace of mind this holiday season! 🎁

12/17/2024

Have you been nice to your future self? 🎅 Here's our Estate Planning Checklist to find out:

✔️ Do you have a will?
✔️ Have you updated beneficiaries?
✔️ Is your healthcare directive in place?
✔️ Do you have guardians named for minor children?

If you’re missing anything, it’s not too late to make your list and check it twice. We’re here to help you secure your legacy this season. 🎄

12/13/2024

If any of these iconic toys were under your Christmas tree back in the day, chances are, your life has grown a lot since then (family, career, etc.)

Now’s the perfect time to ensure your legacy is protected and your loved ones are cared for with a solid estate plan. It's never too early (or too late!) to plan for the future.

Let us help you secure peace of mind for the years to come. Schedule a consultation today!

12/12/2024

Your referrals are the highest compliment we can receive—they tell us we’re making a difference in your lives and the lives of those you care about. 💙

If you know someone who could benefit from peace of mind through estate planning, send them our way! Together, we can help even more families protect their legacies.

12/10/2024

Estate planning isn’t just for older generations—it’s for anyone who wants to secure their assets and protect their loved ones, no matter their age.

Check out this insightful article to see why Gen Z should be taking early steps toward building their legacy and how planning ahead can make a big difference in life’s unpredictable moments.

Read here:

https://finance.yahoo.com/news/why-gen-z-thinking-estate-110156811.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAF09GL8LkpQmt5ZIPZT2BPR3KoEw3RB9iw39CN4h_A-f76NNxFULY5K4lhVefXM1iFRaKojTEVZ9qnMl28fXKjazmth0VucqybHO1SzHCQMtBWaTEqIGRx_5z1WtAR3duAq4-k6Zuh4aKmhndhofjAgoS2FPyyEpkwalVEHrBCjZ

What do you think? Have you considered starting your own estate plan yet? Let us know in the comments!

While Gen Zers are still quite young (approximately ages 12 to 27), many of them are working and building assets. As such, they're poised to think about protecting those assets through estate...

12/06/2024

Whether it’s a cherished family recipe, shared story, or the security of a well-thought-out plan, your legacy is built on the love and care you provide today.

Ensure your family is protected and your wishes are honored. Let’s create a plan that reflects what matters most to you. 💙