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One of the most controversial types of trusts is an incentive trust. It’s not ideal for every family or every situation. However, it is a powerful tool when doing your estate planning, so it’s worth considering. What Does It Do? The incentive trust will give...
Wills & Trusts
Will a no-contest clause prevent an estate challenge in Florida?
Sometimes, when someone dies, their family discovers that there is something amiss with their estate plan or last will. Maybe they disinherited all of their direct family members in favor of the paid medical assistant who lived with them in their last month. Perhaps...
Four essential documents in the age of COVID-19
According to a recent Florida news report, the coronavirus pandemic has resulted in “lawyers . . . being bombarded with requests to write wills, update estate plans and prepare health surrogate . . . documents as people are confronted by the realization that they...
Estate planning can be done remotely
News outlets are filled with articles about virtually every health and financial aspect of the novel coronavirus. We read a recently published article that addressed an important aspect of this public health emergency: “The reality of COVID-19 has forced many of us to...
Cantwell Goldman PA announces social distancing-friendly meetings
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...
Estate planning questions to ask and answer
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...
Reasons people flee to Florida
There are many reasons people move to Florida, including abundant sunshine, beaches and our lack of a state income tax. There are often news articles about high-net-worth people moving from states with relatively high state income taxes (New York, California, New...
Survey: Rise of ‘gray divorce’ impacting estate planning
The term “gray divorce” has become media shorthand for divorces among people who are age 50 and above. While divorce is declining across most age groups, it is rising among those in this older demographic.Along with greater life expectancy and rising healthcare costs,...
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...
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...