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January 2020 Archives

Estate-planning questions for you to ask

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 your estate distributed, among other questions.

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.

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 set out in a will are subject to probate. This means that it will take a significant amount of time to process the assets, and the will may be subject to contest. The probate process is also a costly one, which means that a part of the estate will need to pay for probate rather than be distributed directly to beneficiaries.

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 and end-of-life plans.

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96 Willard St., #302
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