When you start estate planning, you’ll need to look at your assets. You know you’re going to pass away while you still own some of those assets, and you want to leave them to your children and other heirs. Your estate plan gives you a way to make arrangements in...
Serving Northwest Florida Families For More Than 20 Years
Month: July 2023
How old should you be when you start estate planning?
You know that everyone needs an estate plan. It’s unclear exactly when they’ll need it, but everyone can make plans for future healthcare decisions or the distribution of their assets. That said, you probably think of estate planning as something that elderly people...
Timeshares in estate planning
Timeshares can often be overlooked in estate planning, but they should be carefully considered during it like any other property. A well-managed plan can protect this asset and allow for a seamless transition to your heirs, preserving happy vacation memories for...
Considerations when leaving a beach house to your heirs
You and your spouse have a beach house or a vacation home that you have taken the children to over the years. It’s a special place for your family, so you want to leave it to them in your estate plan. Certainly, your heirs may be thrilled about this plan, as...