COVID-19 UPDATE: While our office will remain open to best serve the needs of our clients, we are also offering the ability to meet via telephone or video conferencing. To discuss your options, please call the office.
A certified financial planner recently wrote about the mistake she sees people making over and over. She that certain estate planning errors keep popping up, preventing people from effectively protecting their loved ones.She wrote that several major mistakes resurface...
As you get older and begin to put together an estate plan, one thing you should do is look into an asset protection trust. An asset protection trust helps protect your assets against creditors who make claims against your estate.These trusts are generally irrevocable,...
Coronavirus (COVID-19) dominates the news. American life has been rearranged in just a few short days as the nation – and the world – hunkers down to combat and contain the virus. Many Americans are now working from home as social distancing has become a temporary...
A lot of different things have to be done when a loved one passes away. One of these tasks has to do with handling their estate. The majority of these situations will go forward without any issues; however, things might get rather complex if someone has reason to...
When you glance at a family as a neighbor or a co-worker might, you will often see an outward appearance that everything is fine with them. Their lives appear to be going according to plan. But if you look a bit below the surface, you sometimes spot issues and...
Many of our regular Brevard County blog readers will recall that we recently wrote a post about dispelling estate planning myths. In this post, we’re going to take a look at some questions to ask and answer to ensure that your estate plan will give you and your loved...
Despite the avalanche of information available to us all online, we can regardless find myths in many aspects of modern life. One example of an area where myths persist is in estate planning.A recent news article on the subject tackled several of the false (though...
Subscribe To This Blog’s Feed