We’re still in the early days of 2019 with opportunities aplenty to address matters neglected in the past year. Many Brevard County residents understand that the time to address estate planning is now.Not only is thoughtful estate planning affordable, but it can have...
There are many estate planning tools available to help individuals preserve their assets and provide for others long after they are gone. In most cases, an estate plan includes some form of trust, which holds assets and protects them from legal challenges and...
You have spent a lifetime building up your assets and establishing yourself. Whether you make your money off of investments, a business you started or a salary, you have already paid taxes to the state and to the federal government on the money you earned. That's one...
One of the most important parts of life is to learn from the mistakes we make so that we can avoid making those same errors again. It is also important to share information with family members and friends so that they can learn from our mistakes, too, and likewise...
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...
If you are the parent of adult children, you may be struggling to plan the fair distribution of your estate given the wide spectrum of aptitude and abilities of the heirs. For instance, some of your brood may be quite responsible and sober-minded while one or two...
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...
It is common sense that every adult should create a will, However, far too many people create their will and then proceed to leave it sitting in a drawer or safe for years, gathering dust and potentially creating unseen problems.Of course, having some form of a will...
We all make mistakes. That is simply an unavoidable part of the human condition. Of course, when we make a mistake – or notice a mistake someone else has made – it can be an opportunity to learn from the error and avoid making the same mistake in the future.That is...
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...