What happens to your responsibilities when you become incapacitated? Who pays your bills? Who writes your checks? Who decides where you should live and what happens to your property and belongings?The best thing you can do is assign someone you trust with durable...
Serving Northwest Florida Families For More Than 25 Years
Estate Planning
Estate planning involves addressing digital assets, too
A mistake that many people in Florida and elsewhere are making is not taking time to focus on what will become of their property when they pass away. Specifically, do they know how their digital assets will be handled? Here are some tips for tackling digital...
Estate planning important at all life stages
Research shows that the percentage of Americans who do not have wills is over half. In fact, the percentage is higher for parents who have minor children and lack wills. However, estate planning is critical for protecting one's assets long term in Florida and...
Dividing assets among the children is a part of estate planning
With the new year in full swing, now may be a wise time for asset owners in Florida to start creating wills, especially if they are parents. However, a common mistake that parents make is thinking that they must treat all of their children the same in their estate...
Creating estate planning documents is wise move in New Year
Some individuals in Florida may be entering 2019 with New Year's resolutions. One resolution that would be good to add to the mix is creating estate planning documents. Here is a rundown on a couple of documents that are important to create sooner rather than...
What happens to your social media accounts when you die?
Social media is a regular part of our daily lives. We scroll through Facebook to check in on our friends, tweet our thoughts on Twitter and post our daily happenings, pictures and videos on Snapchat, Instagram and YouTube. For many of us, our social footprint grows...
Estate planning documents have shared purposes
Creating a will is just as important of a step in preparing for the future as saving for retirement. However, estate planning in Florida involves more than simply putting together a will. Other documents are also important, and these documents ideally should...
Reviewing plans an important part of estate planning, too
With 2018 soon to be in the rearview mirror, now may be a wise time to look at an existing will. Likewise, asset owners in Florida may want to review the other documents in their estate plans. This is just as important of a step in estate planning as actually...
Estate planning faux pas can be costly
Especially during the holiday season, creating a will or trust may not necessarily be on an estate owner's long list of things to do. However, estate planning is absolutely critical for protecting a person's assets long term. This is why it may be beneficial to take...
The importance of an Advanced Health Care Directive
In trying to avoid an uncomfortable conversation, many people put off making a plan for their end-of-life wishes. However, creating an estate plan to address your assets and medical needs gives you control over what happens in the future. Planning ahead with these...

