Serving Northwest Florida Families For More Than 25 Years
Some people make the mistake of never establishing an estate plan. Countless others draft basic documents but then fail to keep them updated. Technically speaking, individuals can establish or revise estate plans at any point. However, sporadic adjustments might mean...
Many children and other family members of older adults are aware of their inheritance rights. Older people frequently like to discuss their legacy intentions so that people know what to expect when they die. Children and other likely beneficiaries of an estate...
Estate planning isn’t just for designating what assets your loved ones will receive after you’re gone. It’s important to draft documents to be used if you become seriously injured or ill and unable to make decisions for yourself. One particularly helpful resource is a...
Administering the estate of a Florida snowbird – which is a term for someone who divides their time between Florida and another state, often spending winters in Florida – can be a uniquely challenging task. Snowbirds frequently own property and maintain financial ties...
The personal representative of an estate has to wear many hats. They have to communicate professionally with various different parties. They have to manage estate resources and settle financial accounts. It is their responsibility to fulfill the obligations of the...
Many older adults retire to Florida, but some people only spend part of the year in Florida. Snowbirds often start spending the winter months in Florida after their retirement or the development of certain medical symptoms. They seek out a warmer, more pleasant...
Your estate executor is responsible for handling your affairs when you are gone, ensuring your final wishes are honored, and managing the administrative tasks of settling your estate. Therefore, choosing the right person for the job should be a carefully considered...
In Florida, estate planning and probate laws govern how assets are distributed after a person's death. Grandchildren may have various reasons for claiming part of a grandparent's estate. Understanding these conditions is important both for grandparents planning their...
For many people, estate planning is synonymous with advance planning for death. However, estate plans can include a variety of documents that take effect while they are still alive. An estate plan can include advance medical directives that declare someone's...
When was the last time you updated your estate plan? Has it been more than three years? Then it is likely due for an update. You can update your estate plan at any time -- but a few events should cause you to update your estate plan right away. Here are the questions...
