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When you walk into a Brevard County estate planning attorney’s office for the first time, there are a number of questions you can expect to be asked. For instance, you will be asked about your heirs, assets you have and expect to have and how you would like to have...
Month: January 2020
SECURE Act could push IRA beneficiaries into higher tax bracket
Many regular readers of our Brevard County legal blog will undoubtedly recall that we wrote late last year about the SECURE Act (Setting Every Community Up for Retirement Enhancement), the bipartisan legislation signed into law in December.While both Democrats and...
Survey of estate planning pros shows election year concerns
With so much at stake in this year’s election, including the White House, control of the U.S. Senate and House of Representatives, as well as seats in Florida’s Senate and House, it promises to be a boisterous, bruising electoral season.According to a recent survey of...
How trusts can be customized to suit your needs
The vast majority of people write a will during their lifetime. This will, when done right, is a legally recognized document that enables a person's estate to be distributed according to their wishes. However, assets that are distributed according to the instructions...
Advice columnist: Estate planning is important part of fighting cancer
When people are feeling good, it can be difficult to think about not feeling good. When people are healthy, it can also be difficult to think about illness. Those are pretty common and understandable human traits that help people avoid discussions of serious illness...
Allegations of trustee misconduct over missing millions
At 73 years old, the Navy veteran is fortunate to still have his mother around. His 92-year-old mom has considerable financial assets – including Florida property – but she and a Probate judge wonder what became of $6 million in her estate.The Michigan judge recently...
Is it time to review and alter your estate plan?
Once you create an estate plan, you can sit back, take a deep breath and realize that you now have everything the way you want it. However, as the months turn to years, you may find that your original estate plan requires some attention.Generally speaking, you should...