Serving Northwest Florida Families For More Than 25 Years
Choosing an executor for your estate can be hard. There are lots of tips out there on how to pick someone with the right characteristics for the job -- and they’re good to know. However, you may have to start with one basic question: Do you want a relative, a friend...
As you start working on your estate plan, one thing you may want to do is to protect your family home. In the event that you’re ever significantly in debt or you don’t have your financial affairs in order, there is a risk that your home could be lost. Fortunately,...
You probably know that the best time to sell a home is when the inventory in your area is low and the demand is high. For many who live in Florida, this is a common description of the market. Most homeowners know that working with a reputable real estate agent is...
Now that you’re looking into setting up an estate, something you may wonder about is how many trustees you can have assigned to a trust. To answer that question, you first have to understand what the trustee’s job is. The trustee’s job is to hold the assets in the...
When someone you love asks you to be the executor of their estate, you may feel honored and possibly cornered as though you have no option but to say yes. There is a reason that asking someone is commonplace when deciding on an executor or administrator for an estate,...
As people age, trying to make sure they’ll be able to get the care they need is a top priority. For some, this will mean that they will need to qualify for Medicaid. Unfortunately, having assets that you want to pass down to your family members could mean that you...
Creating a trust is a way to reduce the taxable amount of your estate, retain control over your legacy or even diminish the value of your personal assets so that you can qualify for government assistance as you age. One of the most critical aspects of creating a...
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...
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...
When you purchase a property, you must do your due diligence. One thing that you should ensure you check for is the presence of an easement. In the simplest of terms, an easement means that there is someone else who is going to have access to your property for some...