Are you a confirmed “snowbird” who flies south to Florida every year? Do you have property in more than one state? If so, you may need to prepare your executor, heirs and beneficiaries for the ancillary probate process. You can only have one home state Even if you...
Serving Northwest Florida Families For More Than 20 Years
Month: December 2023
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Key times to review your estate plan
One way to review your estate plan is simply to set up a schedule when you create it. Draft the plan, file the documents, and then review them every two or three years to make sure that they still fit with your goals. This gives you a chance to look back on your...
What should you discuss with your medical POA?
It can be hard to contemplate your final hours, but most people have some idea of what they do and do not want to happen when their end draws near. Among the things that you should have in place is a durable power of attorney (POA) for health care. This is a legal...