At the very top of lists of the most stressful life events is the death of a spouse. Though planning for it can be emotionally difficult, it is a step to be taken with an experienced Brevard County attorney that will help to spare the surviving spouse needless legal...
Wills & Trusts
Getting ready for retirement
As people get close to retirement age, it is a good idea to sit down with a professional to ensure that both financial plans and estate plans are in order. In that way can minimize the possibility of surprises on either front.A recent article in Forbes made an...
What are the trustee’s responsibilities in a revocable trust?
One of the most powerful estate planning tools a Florida resident has at their disposal is a revocable trust. Also known as a “living trust” and “revocable living trust,” the revocable trust has at least two critical people involved: the trustee (the person who holds...
Mistakes that can make grieving even worse for a surviving spouse
The death of a spouse can, of course be emotionally devastating. But there are estate planning mistakes that can make the grieving even worse for those left behind.A Florida estate planning attorney interviewed by Forbes said that one of the most common shortfalls is...
The role of undue influence in will contests, probate litigation
The old adage holds that the only things you can count on are death and taxes, but we know that’s not true. We can also count on gorgeous sunrises over our Brevard County beaches, annoying TV commercials, red lights when you’re in a hurry and losing track of stuff you...
Can a life insurance policy be a substitute for a Florida will?
Estate planning is both a simple and complex thing. It is not difficult to sit down with a Brevard County attorney and create a will. But because Florida law is complex, it takes study and experience to know which estate planning tools should be used to protect you,...
Easily avoided: common estate planning errors
Experts say there are common mistakes to avoid when buying a used car (for instance, don’t shop at just one dealership), a home (buying more house than you can afford) and a business (buying a company that isn’t suited to your skill set).Experts also say there are...
Protecting digital assets and family with estate planning tools
Most of us understand that a will or trust can determine where your physical property goes when you die. With those estate planning tools, you can decide how assets such as a house, vehicles, furnishings, a vacation home, a business and much more will be divided and...
Legal tools useful for protecting your college-bound child
We have a couple of fine institutions of higher learning here in Brevard County: Eastern Florida State College and Florida Institute of Technology. While both schools will be welcoming new students after the summer ends, a lot of families will opt to send their...
Electronic witnessing of trusts, wills comes to Florida
Florida Gov. Ron DeSantis recently signed a 78-page bill that allows for remote notarization and witnessing of legal documents. While many in the real estate world are excited about this advance that will likely making closings easier to arrange, the new law also...

