Emotions run high when a loved one dies. And when that loved one passes on wealth, those emotions in play can sometimes lead to errors in deciding what to do with the inheritance, says an investment advisor.Writing for CNBC, advisor Joe Allaria, a partner at...
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Wills & Trusts
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...
The powers that be: Florida’s Durable Power of Attorney law
There are several important documents everyone should have in their Florida estate plan. Perhaps the most important is a basic will, but other planning tools are also useful, including a living will and power of attorney. We recently read an article by an attorney...
Wrangling over potentially valuable murderer’s estate continues
Virtually no one mourned Charles Manson when he died late last year at age 83. The cult leader who was convicted of murder back in 1971 and spent the rest of life in prison.Though he clearly earned very little in his life, Manson left behind a potentially lucrative...
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...
Planning for the unavoidable (death and taxes)
They say that the only things certain in this life are death and taxes. Of course, with an Individual Retirement Account, you can put money away tax-free to build a nest egg. The money in an IRA can be passed on to heirs as well, growing for them as it grew for you....
Protecting your family and your digital assets
It can be difficult to think about death, especially your own. But imagine for a moment that the worst has happened. What would happen to your digital assets? For many people, a more relevant question would be: What are digital assets?Think of online banking...
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...
Protecting pets in estate plans
Many of us here in Brevard County are pet lovers. We wouldn't dream of taking a walk without our dog at our side or curling up on the couch without our cat on our lap.Americans are increasingly interested in taking care of their pets in their estate plans, according...
Florida lawmakers consider changes to wills, notaries
A pair of Florida lawmakers is proposing a measure to make it easier for state residents to get documents notarized. The proposal would take advantage of improvements in technology that allow easy video conferencing.If the idea is passed by the legislature and signed...