Serving Northwest Florida Families For More Than 25 Years
Serving as the executor or administrator of an estate is hard enough without any special requirements, but many testators will include complicated provisions in their estate plan that make your job even harder. For example, if there is real estate, such as a family...
Some people choose to leave the assets they have for their loved ones in trusts. This makes it easier to pass them along. It’s a more private option than going through the probate court with a will. Once you start to go through the types of trusts that you might use,...
You may have a basic estate plan in place, but did you know that estate plans are meant to grow with you? Over time, you may need to review and alter them to adapt them to changes in your life. There are several times when it might be a good idea to review your...
For some families, the fairest inheritance is one that is equal. A parent may have three children who are all roughly at the same place in life. The easiest option is to divide the estate into thirds and give them each an equal portion. It’s simple, straightforward...
Settling the estate of someone else or serving as their executor is a difficult task that requires careful planning, documentation and execution. One of the tasks that you will have to complete in your role as executor is the repayment of outstanding debts held by the...
The final step toward owning a home is the closing process. During this time, you will sign all the documents to finalize the deal, and you’ll make the payments necessary for the process to finish. From the time that your offer on the house is accepted until you have...
It’s your hope that you’re always able to make medical decisions for yourself. However, there could come a point when you’re unable to do so, such as the result of a serious accident or terminal illness. Just because you create a health care directive doesn’t mean it...
As the parent of three children, it is your goal to make your passing as easy as possible on them. You know that their different ages and experiences could affect them when you pass on, which is why you want to make sure you control the situation and give them...
If you’re passing your home on to your children after you pass away, how do you want to do it? Should you leave it in equal parts to all of them? Are you going to give it to just one child? If so, do you want to leave other assets to your other children to make up for...
When you agree to serve as administrator or executor for someone's estate, that means taking on substantial responsibility. You will have to read and interpret the will and other estate documents, pay creditors, file taxes and distribute assets according to the wishes...