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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.

Wills & Trusts Archives

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 norm.

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 ones the protections you seek.

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 Jersey, Minnesota) to places with low or no state income taxes, such as Texas, Nevada, Wyoming, Tennessee and Florida.

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.

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.

Forbes: SECURE Act might require you to change your estate plan

The SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019) is about to make significant changes to IRAs and certain retirement benefits. So if you have an IRA, it is important to sit down with your Brevard County estate planning attorney and discuss possible changes to your plans.

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