Serving Northwest Florida Families For More Than 25 Years
You may have a basic estate plan in place, but did you know that estate plans are meant to grow with you? Over time, you may need to review and alter them to adapt them to changes in your life. There are several times when it might be a good idea to review your...
For some families, the fairest inheritance is one that is equal. A parent may have three children who are all roughly at the same place in life. The easiest option is to divide the estate into thirds and give them each an equal portion. It’s simple, straightforward...
It’s your hope that you’re always able to make medical decisions for yourself. However, there could come a point when you’re unable to do so, such as the result of a serious accident or terminal illness. Just because you create a health care directive doesn’t mean it...
If you’re passing your home on to your children after you pass away, how do you want to do it? Should you leave it in equal parts to all of them? Are you going to give it to just one child? If so, do you want to leave other assets to your other children to make up for...
Not everyone who struggles in their relationship with their spouse will wind up getting a divorce because of those issues. Some people, either due to a personal sense of ethics or a religious rule because their faith is important to them, will decide that divorce is...
When you are working on your estate plan, one thing you will need to decide on is who to have as your durable power of attorney agent. Your agent under this document will represent you in whatever capacity you agree to. For example, they may be the person to make...
Going through probate court in Florida can be a complicated and protracted process. The more valuable certain assets are and the more disagreement there is among beneficiaries, heirs and family members regarding the ownership, possession or access to certain assets,...
After creating an estate plan, it’s natural to feel better about your current circumstances and what would happen in the event of your incapacitation or death. Even with a comprehensive estate plan that touches on all key details, it’s critical that you review it...
People in Florida generally prefer not to contemplate their own deaths. For this reason, many people delay estate planning or ignore it altogether. However, estate planning is critical for protecting one's assets long-term. Here are some tips for getting started...
Some individuals in Florida may assume that the holidays are a bad time to discuss contentious topics, like wills and trusts. However, the end of the year and the beginning of a new year are actually ideal times to talk about estate planning. Here is a glimpse at why...