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July 2018 Archives

Estate planning: too important to DIY

Many Brevard County homeowners love to do many house improvements on their own. They enjoy fixing what ails their home and sometimes adding new and attractive features as well. Not everyone enjoys home DIY projects, of course, but all homeowners realize that the more they can repair themselves, the less they will spend on plumbers, carpenters and others.

3 signals that you should update your estate plan

When was the last time you examined your estate plan? If the last time you looked at these documents was when your attorney drafted them, you are not alone. In fact, most people go 20 years or more between making updates to their estate plans. For example, people tend to draft a will when they first have children and then do not update it until the children become adults. However, there are other reasons why you should update your estate plan.

What language does a special needs trust require?

Parents of special needs children might want to consider setting up a special needs trust. Such a trust will allow parents to leave money and assets behind for the benefit of their child, without their child actually owning the assets personally. This allows the child to continue receiving vital government benefits while benefiting from a higher quality of life offered by the financial funding of the special needs trust.

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