Often, parents assume that once their children reach adulthood, estate planning becomes less important. After all, adult children can make their own decisions and may no longer depend on their parents for daily support. However, estate planning serves a much broader...
Serving Northwest Florida Families For More Than 25 Years
Estate Planning
What should every family know about guardianship in Florida?
One phone call about a parent’s fall or a loved one’s worsening dementia can trigger the need for an important conversation. In Florida, guardianship can become the tool that protects a vulnerable person when decision-making capacity becomes uncertain, when safety...
What to do to protect your business from sudden incapacity
Have you considered what happens to your business if you suddenly become incapacitated? As a business owner, ensuring your legacy will last for decades is vital after building a solid foundation. So, when the unthinkable happens, your hard work has a contingency plan...
What documents should families gather for probate
Most estates go through probate in Florida, even when some assets skip this legal process. Gathering the right paperwork after losing a loved one helps make a difficult time less overwhelming. Having the following documents ready lets you handle probate more smoothly,...
How advance directives can support families during emergencies
Advance directives can address an individual's medical preferences and support needs if they experience a debilitating emergency. These living documents help address emergencies where people become incapacitated but do not die. Florida recognizes three separate types...
What is the ideal age for establishing an estate plan?
Estate planning can be helpful for people who have reached retirement age. It is also a necessary step for individuals facing certain medical challenges or providing for dependent family members in the event of an unexpected loss. Although the importance of estate...
Lady Bird deeds vs. revocable living trusts: Which is right for your home?
Protecting a home from the Florida probate process is a common goal for many homeowners. You likely want to save your family from the stress, public record filings and high costs of court intervention. While Lady Bird deeds and revocable living trusts both bypass...
Living wills: Debunking the top 5 myths
Planning for your future health care is a vital part of life. Yet confusion often surrounds advance health care directives, including living wills, which help you clearly state your end-of-life care preferences. Popular misconceptions, including the five below, keep...
How frequently should adults update their estate plans?
Estate planning can be an uncomfortable process. People find it unpleasant to think about their mortality and how their loved ones may struggle after they die. A large percentage of people never get around to creating estate plans, so those who have wills or other...
Talking medical care: 3 key discussions with your adult children
Talking about future matters, especially medical care, can be overwhelming. But it is one of the most caring things you can do for your family to help everyone gain peace of mind. As you age, planning your future medical care instructions can help prevent confusion...

