The Purdy Firm

06/17/2026

When you’re the primary caregiver for an aging parent, your own incapacity or unexpected passing can leave them without the financial or medical support they rely on. Thoughtful estate planning is one of the most important ways to ensure their protection, no matter what the future brings.

Here are key planning considerations every caregiver child should keep in mind:
• Who will manage your parent’s care if you cannot
• How financial and medical decisions will be handled
• What documents are needed to safeguard both of you

Our team helps caregivers create clear, comprehensive plans that protect their loved ones and bring peace of mind. Contact us to discuss your options.


If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

06/11/2026

As we reach the midpoint of the year, it's a good moment to check whether your estate plan still reflects your current wishes and circumstances.

A few questions our team encourages you to consider:

• Have there been major life changes such as marriage, divorce, a new child or grandchild, a death in the family, a new home, or retirement?
• Are your chosen decision-makers still the right people to manage your affairs?
• Do your assets and beneficiary designations still align with your estate planning documents?
• Has it simply been a while since you reviewed your plan?

If any of these apply, our team at The Purdy Firm PLLC is here to help you ensure everything remains current and aligned with your long-term goals.

Reach out anytime to schedule a review.

If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

06/09/2026

Estate planning is about more than outlining where your assets go — it is about protecting the people who matter most. Our team helps families take proactive steps that bring clarity, reduce stress, and support long-term stability.

Key actions that can strengthen your estate plan:
• Create or update your will so your assets are distributed according to your wishes.
• Establish trusts to help safeguard specific assets.
• Review beneficiary designations on life insurance and retirement accounts, which may allow certain assets to pass outside probate depending on Florida law.
• Evaluate and reduce high‑interest or unsecured debt while you are able.

Thoughtful planning today can help protect your loved ones later. If you are considering updating your estate plan, our team is here to help you understand your options and move forward with confidence.


If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

06/05/2026

June is National Elder Abuse Awareness Month, and June 15th recognizes World Elder Abuse Awareness Day. These observances remind us how important it is to safeguard the safety, dignity, and wellbeing of older adults in our communities.

Elder abuse is often unseen, and signs can be subtle. Understanding what to look for and when to seek help can make a real impact.

If you are concerned about a loved one or need guidance navigating a difficult situation, our team at The Purdy Firm PLLC is here to support you. We can walk you through your options and help you determine the next appropriate step.


If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

06/02/2026

Understanding how debt is managed after death is a key part of thorough estate planning. Many financial obligations must be resolved through the probate process before any remaining assets can be distributed to beneficiaries.

Our team helps ensure that your estate plan accounts for these responsibilities clearly and proactively.

If you have questions about how debt may impact your estate plan, we are here to discuss your options and provide guidance.


If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

05/30/2026

05/29/2026

Graduation season is here, and our team is proud to celebrate all the graduates in our community.

From Pre-K students to those earning advanced degrees, this moment reflects hard work, determination, and the start of a new chapter.

We applaud your dedication and look forward to seeing the opportunities ahead for each of you. Congratulations to all the graduates stepping into their next season of growth and accomplishment 🎉
If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

05/26/2026

Once a child turns 18, parents no longer have automatic authority to make medical or financial decisions on their behalf. In an emergency, this can create challenges without the right legal documents in place.

Our team at The Purdy Firm PLLC helps families prepare these important documents so young adults have the protection and support they need.

If your child is approaching adulthood or needs help completing these forms, we're here to guide you. Give us a call today.
If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

05/22/2026

As Memorial Day approaches, we pause to honor the brave men and women who gave their lives in service to our country. Their sacrifice protects the freedoms we value, and we are grateful for their courage and commitment.

Our office will be closed on Monday, May 25th in observance of the holiday. We will resume normal business hours on Tuesday, May 26th and will respond to any messages as soon as we return.

We wish everyone a meaningful Memorial Day as we reflect on those who served and sacrificed.
If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]

05/19/2026

May is Older Americans Month, and our team is taking this opportunity to highlight a few proactive steps you can take to keep your estate plan current and aligned with your long-term needs.

Here are a few ways to stay prepared:

• Organize essential documents so trusted family members can easily locate your will, trust, insurance policies, account statements, property records, and beneficiary designations. Keeping passwords and related information in a secure, accessible place is equally important.

• Review and inventory your assets, including financial, physical, and digital property. Confirm that everything is reflected accurately in your existing estate plan. If you’ve acquired new assets or notice inconsistencies, we welcome a conversation.

• Consider documenting your memorial or final arrangements. While difficult to plan, outlining your wishes and exploring pre-planning options can provide clarity and reduce stress for your loved ones.

Taking time to update and organize these details can help ensure your wishes are honored and your family is protected. If you have questions about your estate plan, we encourage you to reach out to our team.


If you or anyone you know is looking for help setting up a personalized estate plan (wills & trusts), or needs help with probate, please call us at 656-233-6248 or email [email protected]