Most people's estate plans only require that family members follow their instructions. They include enough detail and have proper review by a lawyer to ensure that the documents they leave behind when they die will hold up in court and properly manage the distribution...
Serving Northwest Florida Families For More Than 20 Years
Month: May 2022
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Is your real estate agent being honest with you?
The real estate industry is a competitive field. The majority of real estate agents work extremely hard and with integrity. Unfortunately, this isn’t always the case. You’ve worked very hard to save up a down payment for a new home, and you’ve qualified for a...
Dealing with your retirement community home in your estate plan
Are you considering buying a home in one of Florida’s numerous retirement communities that are designated for people 55 and above, or do you already live in one? You may wonder if you can leave the home in your estate plan to one of your adult children. There’s...