Living on the Florida panhandle often means that your estate includes a condo or beach house. But when elderly parents who own beachfront property die, their adult children may squabble over who will get that prime piece of real estate. Some may angle to keep it in...
Serving Northwest Florida Families For More Than 25 Years
Estate Planning
Should you sell your home or leave it in the estate?
Many people decide to sell their homes when they get older. Others decide to leave their home to their heirs. Which one is the right option for you? That depends on what you want to do as you get older. If you want to move, downsize or give monetary gifts to your...
What happens if an heir has the right of first refusal on a home?
Serving as the executor or administrator of an estate is hard enough without any special requirements, but many testators will include complicated provisions in their estate plan that make your job even harder. For example, if there is real estate, such as a family...
Is it time to take a second look at your estate plan?
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...
Should you leave a fair inheritance or an equal inheritance?
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...
Why do I need a health care directive?
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...
Estate planning is something most people have never done
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...
What can you do if your spouse wrote you out of their last will?
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...
Choose your power of attorney (or attorneys) in your estate plan
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...
Will the title on a house affect estate administration?
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,...

