Some adults choose to have children; others choose not to. If you are an adult without children, you have the benefit of controlling more of your free time and having more disposable income in your pocket. However, you have additional concerns that do not trouble...
Wills & Trusts
The time is right in 2019 to secure the future for your family
Every 12 months, it happens like clockwork: the calendar loses a page and a new year begins. Now that you find yourself in 2019, it's time to take a few moments to think about how you can prepare a better future for your family.There are a few simple and...
Should art be a part of your estate plan?
To paraphrase an old saying, one person's art can be another person's trash. Not everyone is smitten with the Mona Lisa, for instance, and some people adore and others loath the reality-bending Cubist paintings of Pablo Picasso. While taste and preferences are...
Giving the gift of the future
As Baby Boomers move in to their 60s and 70s, they are increasingly focused on the future. A recent Forbes article states that the 2018 U.S. Trust Insights on Wealth and Worth Study shows that two-thirds of people over the age of 50 want to use their wealth to better...
Avoid these two common estate planning errors
One of the things people traditionally do at the end of the year is look back and assess the past 12 months and then look forward and plan for the coming dozen. One of the crucial tasks millions of Americans neglected to take care of in 2018 was to create a will. That...
Planning ahead helps you avoid legal, tax problems
Your homestead, your 401(k), the cash in your bank account, your life insurance policy and your closely held business interests. They are all assets you have worked long and hard to acquire, but each should be considered separately when you are sitting down to figure...
Should new Brevard County residents update out-of-state estate plans?
Many Brevard County people are originally from Minnesota, Ohio, New York, Michigan and other snow-covered places. Now that you're in the Sunshine State, do you have to get all of your estate planning documents from those other places converted to Florida documents?No,...
Tips for creating a will that won’t spark family arguments
If only all families were perfect: If everyone got along perfectly and agreed on everything, then there would be no need to worry when creating your will. However, no family is perfect. Siblings and other relatives who usually get along just fine may come to...
A difficult situation fraught with difficult choices
One of the many benefits of estate planning is that it helps people get through some of life’s most difficult times. We read recently a letter a man wrote to his local newspaper with a question that was both interesting and heartbreaking.He writes that his wife was...
Can disinheritance be a good thing?
When most people hear the word “disinheritance,” they imagine a family rift that caused a parent to write a child out of the will. In some cases, this is true. A parent may feel the need to disinherit a spendthrift child to prevent them from squandering the family...

