Any time that you hear someone talk about writing a will or making an estate plan, do you make a mental note to get your own estate plans started? On some levels, this is a very good mindset. It shows that you know how important estate planning is for your family’s...
Serving Northwest Florida Families For More Than 20 Years
Month: March 2021
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Why a QTIP trust might be wise if you’re entering a second marriage
If you’re about to embark on a second (or third) marriage, you’re likely considering what changes you need to make to your estate plans. If you don’t already have an estate plan, you shouldn’t wait any longer. Likely, your goals for your estate plan include ensuring...
Why should you have a business succession plan?
While there are countless big companies out there with shareholders and boards of directors, there are far more small, family-run businesses run by a sole owner and a few support staff. It's not uncommon for family members to heavily rely on the continued success of...