Serving Northwest Florida Families For More Than 25 Years
Are you a confirmed “snowbird” who flies south to Florida every year? Do you have property in more than one state? If so, you may need to prepare your executor, heirs and beneficiaries for the ancillary probate process. You can only have one home state Even if you...
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...
Creating an estate plan is an important task for all adults. Whether you have a large estate or just a few assets to hand down, this plan becomes the roadmap for your loved ones to follow. While some people are familiar with things like wills, trusts and powers of...
When many people are creating their estate plans, they are conscious of high-value assets. They know that these can cause estate disputes because they are so valuable. The heirs and beneficiaries may expect these assets to be divided evenly, and a dispute could start...
Purchasing a home is a monumental decision that can be exciting and daunting. There's an essential step you’ll need to take before you sign on the dotted line: a home inspection. A home inspection is a crucial part of the home-buying process that could potentially...
Beyond wills and trusts, a critical component of estate planning that is often overlooked but equally essential is a financial power of attorney. This is a legal document that grants another individual to manage your financial affairs on your behalf when you are...
If you’re drafting an estate plan, you may be very conscious of the issues that an estate dispute – a dispute between your beneficiaries after you pass away – can create. Working to avoid estate disputes can help ensure that your assets are distributed correctly, that...
An estate plan typically includes a will. The will can help clarify the testator's last wishes. It should include a list of assets and people who should benefit from the estate. However, a will is also susceptible to probate, estate taxes and disputes. To avoid these...
Starting a business is no small feat, but safeguarding its continuity through generations is an even greater challenge. Business succession planning involves transferring the leadership and ownership of a company from one generation to the next. This process can be...