Some jobs simply call for expertise: complex plumbing repairs, baking a wedding cake and surgery. In all three cases, the odds are with the person who hires an expert to ensure that the pipes, cake or stitches are as functional and beautiful as possible.The same...
Wills & Trusts
Part I: Estate planning myths that will not go away
There are some myths that simply will not die. Even today there are people who believe that the Earth is flat, George Washington chopped down a cherry tree and that Columbus discovered America. Estate planning is, unfortunately, not immune from its own myths and...
Recently relocated to Brevard County? Time for a talk
Let’s say you have recently relocated to Brevard County. You’ve left behind the snow and the sleet of your former home up north and you’re looking forward to enjoying your days of sunshine and sand in your new home here in Florida.While you’re busy unpacking your...
Avoiding Florida probate with a revocable trust
Many of our regular Brevard County readers are also readers of the Orlando Sentinel. The newspaper recently ran a short advice column on how Florida residents can pass real estate on to their heirs.The estate planning attorney who responded to a reader’s question...
Estate planning . . . for Florida college students?
Spring break has come and gone for most Florida college students. But another annual rite is upon those who wish to become Florida college students: opening the letters of acceptance (or rejection) for high school seniors.While most of those young people are focused...
Consider the tax obligations of your heirs when leaving assets
As a parent, you likely love all your children equally and want that to be reflected in their inheritances. After all, one of the biggest fears that most people have when estate planning is unintentionally creating family conflict. Passing along assets in unequal...
Thinking beyond death
Most Americans believe in an afterlife – a life after death. But “thinking beyond death” doesn’t refer to heaven or hell, it refers to estate plans that include more than distribution of your assets to your loved ones when you pass on. It refers to a plan that takes...
Estate planning after a Florida divorce
In the aftermath of a divorce, it can be difficult to remember all the things that need to be changed in your life. For many divorced parents, there are significant changes to the time they get to spend with their kids, as well as alterations in living arrangements,...
Survey: Family conflict at top of estate planning concerns
Someone wise once said that “other things may change us, but we start and end with the family.” Unfortunately, though we might well “end with the family,” conflicts within that basic social unit can make everyone unhappy.According to a recent survey, family conflict...
More thoughts on the importance of a will, living will, etc.
Does a person who has “a small amount of assets” need to have a trust in order to help heirs avoid probate? That was one of the questions posed recently to a Florida newspaper located west of Brevard County. The reply was that probate can be avoided in certain...

