Morgan and Getzan

05/29/2026

Not sure whether you need a will or a trust? The right choice depends on your goals, assets, and family situation.
📌 Let’s create a plan tailored to you.

05/25/2026

This Memorial Day, we honor and remember those who gave their lives in service to our country. 🇺🇸
We are grateful for their sacrifice and the freedoms they protected. Wishing you and your family a safe and meaningful holiday.

05/21/2026

🔹Estate Planning for Blended Families: The Top 10 Things You Need to Know🔹

Join us for a FREE presentation for blended families that will cover how to:
~Understand spousal rights and homestead rights;
~Plan for minor children and avoid accidental disinheritance;
~Plan for incapacity by appointing the right person to handle your affairs; and
~Avoid family disputes and reduce emotional and financial stress after death.

Presented by Roberta O. Getzan, J.D.
Thursday, May 28, 2026, from 6:00 p.m. to 7:30 p.m.
Morgan & Getzan, PLLC, 234 East Duval Street, Lake City, Florida 32025

This workshop is free, but seating is limited. Please RSVP by calling or visiting our website to reserve your spot!
🌐morgangetzan.com/workshops
📞386-755-1977

Thursday, April 30, 2026 (6:00 pm - 7:30 pm) Live Oak Workshop – Beyond the Basics: Why a Simple Will Won’t Safeguard Your Family Legacy in Florida Hosted By: Roberta O. Getzan READ MORE

05/20/2026

Being named as a trustee comes with important responsibilities.
Trust administration includes:
✔ Managing assets
✔ Distributing according to wishes
✔ Handling legal and financial duties
You don’t have to navigate it alone.
📌 Our team is here to support you through the process.

05/17/2026

If any of these apply to you, it’s time to start
planning.
Estate planning doesn’t have to be overwhelming—we’re
here to guide you every step of the way.
📞 Contact our team to get started

05/15/2026

Probate can feel overwhelming—but it doesn’t have to be.
With the right guidance, the process can be managed
efficiently and with less stress.
✔ Understand your options
✔ Get professional support
✔ Protect your family’s time and resources
📌 We’re here to help you navigate every step.

05/12/2026

Planning for the future also means protecting your
loved ones as they age.
Elder law can help with:
✔ Long-term care planning
✔ Asset protection
✔ Medicaid planning
💛 Thoughtful planning today creates peace of mind tomorrow.

05/07/2026

What happens if you don’t have a will?
Your estate may go through probate with decisions made by
the state—not you.
Planning ahead means:
✔ More control
✔ Less stress for loved ones
👉 Let’s put a plan in place that works for your family.

05/04/2026

Estate planning isn’t just about the future—it’s
about protecting what matters today.
A well-structured plan can:
✔ Protect your assets
✔ Provide clarity for your family
✔ Ensure your wishes are honored
📌 If you’ve been putting it off, now is the time to start.