If you’re drafting an estate plan, you may be very conscious of the issues that an estate dispute – a dispute between your beneficiaries after you pass away – can create. Working to avoid estate disputes can help ensure that your assets are distributed correctly, that...
Serving Northwest Florida Families For More Than 20 Years
Month: September 2023
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3 kinds of trusts to consider making
An estate plan typically includes a will. The will can help clarify the testator's last wishes. It should include a list of assets and people who should benefit from the estate. However, a will is also susceptible to probate, estate taxes and disputes. To avoid these...
2 strategies to prepare your children for business succession
Starting a business is no small feat, but safeguarding its continuity through generations is an even greater challenge. Business succession planning involves transferring the leadership and ownership of a company from one generation to the next. This process can be...