Serving Northwest Florida Families For More Than 20 Years
Some people make the mistake of never establishing an estate plan. Countless others draft basic documents but then fail to keep them updated. Technically speaking, individuals can establish or revise estate plans at any point. However, sporadic adjustments might mean...
Estate planning isn’t just for designating what assets your loved ones will receive after you’re gone. It’s important to draft documents to be used if you become seriously injured or ill and unable to make decisions for yourself. One particularly helpful resource is a...
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...
