Serving Northwest Florida Families For More Than 25 Years
It’s one thing for a family member to leave you a piece of jewelry you’ll never wear. It’s quite another for them to leave you a significant asset like a home or even a car that you don’t need and don’t want to deal with. Maybe you believe someone else in your family...
For various reasons, people are often under the impression that estate planning is only relevant to other individuals. For instance, it is a common misconception that estate planning only applies to those with extreme wealth. Additionally, the subject is often seen as...
A will and a trust are two of the most important estate planning documents. A will is a rather basic document that outlines who gets what when you die. It may also name guardians for your younger children. A trust, on the other hand, is more sophisticated because it...
When someone that you love dies, you may potentially inherit assets from their estate. Few belongings will have more personal or financial value than someone's home, and many testators choose to leave their primary residence or investment properties to the people...
The passing of a loved one can be extremely distressing for family members and loved ones. However, probate (the legal process where assets are allocated to beneficiaries, debtors and heirs) can occasionally result in further tensions. Thus, identifying some of the...
If you’re like many Floridians, you have a home here and one in another state. Maybe your Florida home used to be your vacation home, but now that you’re retired, it’s your full-time residence. However, you still have a cabin on a lake or in the mountains that you’ve...
Rents are high, but mortgage rates are low -- and people are fleeing the cities for the suburbs in droves. This has created a frantic surge in new home purchases that’s made the real estate market go wild. If you’re among the lucky few who have managed to outbid the...
The terms you set in your estate plan reflect your family relationships and your personal values. You may want to leave more property to one person than another. Sometimes, you might even choose to disinherit a loved one who has addiction issues or who has not been...
If you don’t have someone in your family or friend group to whom you’d like to pass your assets, then you may want to think about leaving them behind to a charity that you support. You could put create a charitable trust as a part of your estate plan. You'd be able to...
Writing a will is the first step in doing estate planning, and it’s something everyone needs to do when they want to specify how their assets will be divided. The will is a final chance to give instructions to heirs and make sure things go smoothly. However, most...