Serving Northwest Florida Families For More Than 25 Years
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...
A will can be a simple or complex document that gives someone an opportunity to provide clear instructions about what needs to happen with their property – among other interests – when they die. Those who draft a will can name their own beneficiaries, as well as...
Regardless of whether you currently have an estate plan in place or you’re new to this process or you have not yet accounted for your digital assets, it’s time to address this unique estate planning need. The importance of this undertaking was perhaps best summed up...
People make estate plans all the time. It’s so frequently done that nearly every question you have about the process can be found online. However, the internet doesn't always give the most accurate answers. As such, there are some facts about wills that you may be...