Serving Northwest Florida Families For More Than 25 Years
As you plan out your estate, your main focus is likely your will. You can use your will to instruct how your estate is managed after you pass away. Your will is a good way to help ensure your assets are put to good use. However, your estate could be subjected to...
Lady Bird Deeds have gained prominence as a valuable tool for property transfer and asset protection, particularly in states like Florida where people often keep second homes or vacation properties for the winter. Also known as an “enhanced life estate deed,” a Lady...
A living trust is one of the most important estate planning documents that you can ever create. Done right, a properly written and funded living trust can offer several benefits to your estate and heirs. To serve its intended purpose, however, your living trust must...
Contrary to popular belief, estate planning is not just for certain types, such as the wealthy. It is a crucial step for anyone who wants to ensure their loved ones are cared for and their wishes respected upon passing. While starting as early as possible is always...
Are you worried about leaving a major inheritance to your children? This is a sentiment often expressed by those who may be leaving a substantial inheritance to the next generation. Their concern is that the inheritance will be so significant that it will take away...
Florida estate plans can be very basic, possibly only including a will. However, those who want the maximum protection possible for themselves and their loved ones may need to add additional documents to their estate plans. An advanced directive is an important...
If you’re looking into making an estate plan, you may feel that it is completely necessary. You know that your family will need it eventually and that it can help them divide assets and avoid disputes. You may assume that everyone else already has an estate plan and...
It’s not uncommon for people to inherit things they don’t need or even want. That happens when people don’t talk to their loved ones as they’re developing their estate plan. They assume they’ll want an asset or believe they should have it, so they leave it to them in...
One way to review your estate plan is simply to set up a schedule when you create it. Draft the plan, file the documents, and then review them every two or three years to make sure that they still fit with your goals. This gives you a chance to look back on your...
It can be hard to contemplate your final hours, but most people have some idea of what they do and do not want to happen when their end draws near. Among the things that you should have in place is a durable power of attorney (POA) for health care. This is a legal...