Serving Northwest Florida Families For More Than 25 Years
Some asset owners in Florida plan to leave huge financial windfalls behind for their offspring. Meanwhile, others intend to leave behind smaller monetary accounts. Either way, estate planning is critical, as it will allow the asset owners greater control, privacy and...
Many individuals in Florida have not taken the proper steps to protect their estates in the event that they pass away. Unfortunately, this means their estates might not end up in the intended hands in the future. Here are a couple of tips for completing estate...
Thinking about the possibility of death is generally not anyone's idea of a favorite pastime. However, estate planning is critical for anyone who owns assets in Florida. It is especially important for those who have jumped on the cryptocurrency bandwagon, which is...
People in Florida generally prefer not to think about death. However, estate planning is a critical part of planning for the future, as without an estate plan, people's assets may not end up in the intended hands when they pass away. A living trust is a particularly...
Creating wills is certainly an important part of preparing for the future. However, an often neglected aspect of estate planning in Florida is updating beneficiary designations. For this reason, many asset owners have deceased relatives or even previous spouses named...
Creating an estate plan is a serious undertaking. You’ve spent a lifetime accumulating assets, so their eventual distribution should be in tune with your wishes. While even taking the steps to compose an estate plan shows diligence, it ultimately needs to be...
A couple of months ago, we wrote a post about wills and how people could challenge a will based on a claim of undue influence upon the grantor. We want to to continue the discussion about wills today, but take it in a different direction: when you have a will, it is...
It is a common occurrence for a person who has listed property in a will to end up giving that property away (or selling or otherwise losing the property, for that matter) before their passing. This could occur for a wide variety of reasons, such as:You give the...
Most people understand that a will is critical for all adults. Without one, your assets will likely go into a probate court, an often long and expensive process by which a court will distribute your assets according to state law (and in spite of whatever wishes or...
As we get older and move into the retirement phase of life, it is common to have two concerns: 1) how do we assure ourselves of a safe and stable place to live throughout our years, and 2) how do we pass our assets on to our loved ones without them being depleted by...