Estate Planning

Many older adults retire to Florida, but some people only spend part of the year in Florida. Snowbirds often start spending the winter months in Florida after their retirement or the development of certain medical symptoms. They seek out a warmer, more pleasant...

Your estate executor is responsible for handling your affairs when you are gone, ensuring your final wishes are honored, and managing the administrative tasks of settling your estate. Therefore, choosing the right person for the job should be a carefully considered...

For many people, estate planning is synonymous with advance planning for death. However, estate plans can include a variety of documents that take effect while they are still alive. An estate plan can include advance medical directives that declare someone's...

When was the last time you updated your estate plan? Has it been more than three years? Then it is likely due for an update.  You can update your estate plan at any time -- but a few events should cause you to update your estate plan right away. Here are the questions...

There are many adult responsibilities that are unpleasant to consider. There's a little question that estate planning is one such activity. People don't like to think about what happens when they die or how vulnerable their loved ones might be without them. However,...

Recent studies indicate a significant downturn in estate planning across various groups, raising alarms about the potential consequences for asset distribution and legal issues after one's passing. This trend is evident in both Crestview and DeFuniak Springs, Florida,...

As you plan out your estate, your main focus is likely your will. You can use your will to instruct how your estate is managed after you pass away. Your will is a good way to help ensure your assets are put to good use. However, your estate could be subjected to...

Lady Bird Deeds have gained prominence as a valuable tool for property transfer and asset protection, particularly in states like Florida where people often keep second homes or vacation properties for the winter.  Also known as an “enhanced life estate deed,” a Lady...

A living trust is one of the most important estate planning documents that you can ever create. Done right, a properly written and funded living trust can offer several benefits to your estate and heirs. To serve its intended purpose, however, your living trust must...

Contrary to popular belief, estate planning is not just for certain types, such as the wealthy. It is a crucial step for anyone who wants to ensure their loved ones are cared for and their wishes respected upon passing. While starting as early as possible is always...