Serving Northwest Florida Families For More Than 20 Years
Timeshares can often be overlooked in estate planning, but they should be carefully considered during it like any other property. A well-managed plan can protect this asset and allow for a seamless transition to your heirs, preserving happy vacation memories for...
You and your spouse have a beach house or a vacation home that you have taken the children to over the years. It’s a special place for your family, so you want to leave it to them in your estate plan. Certainly, your heirs may be thrilled about this plan, as...
When buying a house in Florida, you may come across the term “no contingency” or “non-contingent offer”. This means the buyer is offering to purchase the property without any contingencies. In other words, the sale is not contingent upon certain conditions being met,...
Owning a piece of real estate is one of life’s greatest achievements for most people. If you are a landlord, you ideally hope for a tenant who will pay their rent on time, avoid trouble with neighbors and respect the terms of the lease agreement. But the world is far...
Estate plans often include multiple different documents that each serve a special purpose. Wills often serve as the most important individual document in an estate plan because they identify beneficiaries and provide instructions regarding the care of someone's...
After your loved one dies and you’re dealing with the process of probate and administering their estate, it can feel like life is put on hold. When one of the largest assets that most people have is their property, the question often arises as to whether you have to...
The essence of an estate plan is to ensure your estate is divided among your beneficiaries as per your wishes. And while you can trust the family to manage asset distribution, it’s crucial to acknowledge that this task can be challenging and emotional. That’s why you...
What is a revocable (aka living) trust? It is a trust fund that the maker can modify to meet their current or changing needs. A revocable trust is flexible, often bypasses probate, and keeps your financial matters private. Upon death, the trust will automatically...
When a will goes to probate, it can take a long time before the distribution of assets starts. The probate process in Florida involves filing forms and documents with the court, and at times, this can be time-consuming. Unfortunately, other factors may make the...
Most family business owners focus on the business’s day-to-day activities and forget to plan for the future. However, it’s crucial that you keep both details in mind to ensure your business continues running even in your absence. While setting up a limited liability...
