The Will Lawyer, P.A.

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The Will Lawyer, P.A. Protecting legacies. Supporting families.

Helping families in Destin & surrounding areas create clear estate plans that bring peace of mind & protect what matters most.

"I'll just add my daughter to my bank account so she can help me." 😬It sounds simple, but it's one of the riskiest short...
10/26/2026

"I'll just add my daughter to my bank account so she can help me." 😬

It sounds simple, but it's one of the riskiest shortcuts in estate planning.

When you add someone as a joint owner:

1. The money becomes legally theirs too, and it's exposed to their creditors, lawsuits, and divorce
2. The whole account may pass to them at your death, regardless of what your will says

The second one catches families off guard. Your will can divide everything evenly, but a joint account ignores it. One child keeps the account, the others split what's left.

What most families actually want is a power of attorney, which lets someone help without giving them ownership.

👉 Want to give a family member a way to help? Contact us.

Visit our website at https://www.thewilllawyer.com/contact or call our office at (850) 650-7299 to schedule a consultation today.

Estate Planning Awareness Week wraps up today. 📋So here's the only ask: pick one thing.✅ Name someone to make your medic...
10/25/2026

Estate Planning Awareness Week wraps up today. 📋

So here's the only ask: pick one thing.

✅ Name someone to make your medical decisions
✅ Check your beneficiary designations
✅ Ask your parents whether they have a plan
✅ Book the consultation you've been putting off since spring

Not all of it. One thing. Today.

Families who finally get this done rarely do it because they found a free weekend. They do it because something small nudged them into starting.

👉 Consider this the nudge. Reach out to our team today.

Your will handles your assets. But who will know what you wanted for the service? 💐A letter of instruction isn't a legal...
10/22/2026

Your will handles your assets. But who will know what you wanted for the service? 💐

A letter of instruction isn't a legal document, and that's exactly why it's useful: it's flexible, it's easy to update, and it can cover everything a will doesn't like:

Burial or cremation, the service you want (or don't want), music, readings, where your documents and passwords are, who takes care of the pets on day one, and more.

Grieving families make dozens of decisions in 72 hours. This is how you take most of them off the list.

It's not complicated, and it doesn't require a lawyer. If you do one estate planning thing this week, this is a good one.

Visit our website at https://www.thewilllawyer.com/contact or call our office at (850) 650-7299 to schedule a consultation today.

Most families assume estate taxes are only a concern for the very wealthy. 📊At the federal level, that's largely true. T...
10/21/2026

Most families assume estate taxes are only a concern for the very wealthy. 📊

At the federal level, that's largely true. The exemption is high enough that the vast majority of estates never owe anything.

Here's what people often miss: your state may have its own rules.

A number of states impose a separate estate tax, often with a threshold dramatically lower than the federal one. A handful of states also have an inheritance tax, which is charged to the person receiving the assets, sometimes at different rates depending on how closely related they are to you.

Which means a family nowhere near the federal limit can still owe state-level tax. And if you own property in more than one state, more than one set of rules may apply.

It's Estate Planning Awareness Week, so this is a good week to actually find out.

It's National Estate Planning Awareness Week. 📋Which makes this the perfect week to answer four questions honestly:1️⃣ D...
10/19/2026

It's National Estate Planning Awareness Week. 📋

Which makes this the perfect week to answer four questions honestly:

1️⃣ Do you have a will or trust, and has it been reviewed in the last three to five years?
2️⃣ Have you named someone to make financial decisions if you can't?
3️⃣ Have you named someone to make medical decisions if you can't?
4️⃣ Do your beneficiary designations match what you'd actually want today?

If you hesitated on any of those, that's your starting point. Not all of it. Just the first one.

👉 This is the week. Reach out to our team today.

Fall food debate, settle it for us! 🍁Apple c***r or hot chocolate?There's a right answer and we're ready to hear it. 👇 ...
10/18/2026

Fall food debate, settle it for us! 🍁

Apple c***r or hot chocolate?

There's a right answer and we're ready to hear it. 👇

One of the most valuable tax breaks in estate planning is one most families have never heard of. 📈It's called the step-u...
10/15/2026

One of the most valuable tax breaks in estate planning is one most families have never heard of. 📈

It's called the step-up in basis.

Here's the short version: when someone inherits an asset, its tax basis generally resets to the value on the date of death. So if a home was bought decades ago for $60,000 and is worth $400,000 when it passes, the heirs may owe little to no capital gains tax if they sell it right away.

Gifting that same house during your lifetime can work very differently.

The timing of a transfer matters more than most people realize.

👉 Thinking about transferring property to your kids? Let us help.

🎉🎂 Happy Birthday, Franz! 🎂🎉Please join us in wishing our wonderful attorney and partner, Franz Chevannes, a very Happy ...
10/14/2026

🎉🎂 Happy Birthday, Franz! 🎂🎉

Please join us in wishing our wonderful attorney and partner, Franz Chevannes, a very Happy Birthday! 🥳

Franz is such an important part of The Will Lawyer team, and we are grateful for the dedication, knowledge, and care he brings to our firm and our clients every day!

We hope your birthday is filled with lots of laughter and happiness! 🎈

Happy Birthday, Franz! We hope you have an amazing day! 🎉

Here's a hard truth about estate planning: there's a deadline nobody puts on the calendar. ⏳Legal documents require capa...
10/14/2026

Here's a hard truth about estate planning: there's a deadline nobody puts on the calendar. ⏳

Legal documents require capacity. That means the person signing has to understand what the document does and what they're agreeing to.

Once capacity is gone (a stroke, advancing dementia, or a sudden accident), the window closes. At that point, the only path is often guardianship or conservatorship court.

There's also the flip side: documents signed by someone who was already vulnerable can be challenged as the product of undue influence.

Planning while everyone is clear-headed protects the plan and the person.

Visit our website at https://www.thewilllawyer.com/contact or call our office at (850) 650-7299 to schedule a consultation today.

10/12/2026

☀️ We’re Back and Open for Business! ☀️

The Will Lawyer, P.A. has resumed normal business hours today, Monday, October 12th!

We hope everyone made it safely through the storm and that our community is recovering well.

Thank you for your patience and understanding during our closure. We are happy to be back and ready to assist you with your estate planning needs!

Address

3999 Commons Drive West, Unit G
Destin, FL
32541

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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