People from all over the nation have purchased timeshares here in Florida. From Cocoa to Orlando and from Miami to Jacksonville (and all places in between), timeshares are to be had for those wanting to escape the cold for a warm beach. Of course, Brevard County...
Wills & Trusts
Why a personalized will matters
Part of the human experience is being there for friends and family. They help us when needed and we do the same in return. We look out for one another. This continues after death: sharing assets, wealth or family heirlooms. Many people use a will to share with their...
Strategies for reducing estate taxes
It can be a shock for some Brevard County residents. They sit down their estate planning attorney to discuss passing on sizable assets and discover that taxes will take a big bite out of their estate.A recent business journal news article urges people to learn about...
Burt Reynolds left his son out of will – for good reasons
If you drive south of Cocoa along the coast for about two hours, you will arrive in Jupiter, Florida, a city known for its glamorous mix of residents that includes both sports and entertainment industry celebrities. The most well-known of the stars calling Jupiter...
Should house be placed in a Florida living trust?
The father lives in Florida and his sons live in New Jersey. They recently wrote to a local paper to ask if their father should create a living trust in order to avoid probate when he passes and to ensure that his house passes to his offspring.The newspaper responded...
Is disinheriting a child the right decision?
People don’t like to talk about wills. For some it’s a fear of mortality, for others it’s a preference to keep finances and family separate. Whatever the reason, the failure to talk about a will makes it harder for those who will (or will not) inherit property to...
Estate planning: It’s for everyone
Estate planning is right there among favored topics such as your child’s latest accomplishments, your new car, your first kiss, favorite movie and what you did on your summer vacation. Just kidding, of course. No one is eager to plan what will happen when you die.But...
Estate planning: too important to DIY
Many Brevard County homeowners love to do many house improvements on their own. They enjoy fixing what ails their home and sometimes adding new and attractive features as well. Not everyone enjoys home DIY projects, of course, but all homeowners realize that the more...
Protecting every member of your family
Blended families are increasingly common. Couples divorce and either the husband or wife (or both) will remarry, making their children part of new, blended families. The shifts in families can prompt questions about the rights stepchildren have to inheritance under...
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...

