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Wills & Trusts Archives

Wealth management adviser: Estate plans make intentions clear

It’s a situation undoubtedly familiar to many in Brevard County: they have a will but wonder if they should take the next step and sit down with an estate planning attorney. While the will takes care of the basics, it leaves unaddressed some more complex issues that your heirs might face.

Experts: unequal inheritances are perhaps logical, but not smart

Your daughter just paid cash for the biggest, most luxurious house in Cocoa. She is a surgeon, stand-up comedian with a series on HBO and an astronaut. Your son, on the other hand, just got fired from his job as a greeter at a big-box retailer and says he wants to move back into your basement with his wife and four kids.

Where there’s no will, Florida law has its way

When a person sits down with their estate planning attorney to draft a will, there are often many factors to consider. The factor that comes first to mind for many of us is that a will enables us to decide who will get what. That is, a will tells the state which beneficiary will get certain assets from your estate.

Is it time to sit down with your estate planning attorney?

If you have in the past visited a Brevard County estate planning attorney to create a plan for protecting your family and assets, you are probably ahead of the curve. However, personal financial advisers Kiplinger's says that too many people will create such a plan and then essentially forget about it, even though there are significant changes in their families, finances and in the law since the plan's creation.

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