Estate Planning for Entrepreneurs and Business Owners
Success in business requires planning, commitment, and a strategic approach. Many new businesses take at least two or three years to turn a profit and twice as long to truly hit their stride. If you’ve...
View ArticleThe High Costs of Probate: Lessons from Prince’s Estate and How Proper...
Probate can be a lengthy and expensive process, affecting not only the wealthy but also individuals of modest means. The case of Prince, the iconic musician who died without a will in 2016, serves as a...
View ArticleThe Essential Guide to Probate and Estate Planning for Real Estate in...
Navigating the complexities of probate and estate planning can be daunting, especially when real estate transactions are involved. If you’re in Melbourne, FL, understanding the intricacies of these...
View ArticleHow Walt Disney’s Estate Planning Maximized the Outcome for His Heirs
Estate planning is essential for preserving wealth and ensuring that your legacy is managed according to your wishes. A prime example of successful estate planning is Walt Disney, the legendary creator...
View ArticleLessons from Whitney Houston and Bobbi Kristina Brown: Why Proper Estate...
Estate planning is a vital step to ensure your wishes are honored and your loved ones are cared for after your passing. Unfortunately, many people overlook the importance of updating their estate...
View ArticleIRS Finalizes 10-Year RMD Rules for Inherited IRAs
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who...
View ArticleNavigating Probate in Brevard County: A Comprehensive Guide
When a loved one passes away, dealing with the legalities of their estate can be overwhelming. Probate is a crucial process that ensures the proper distribution of the deceased’s assets. If you’re in...
View ArticleProper Estate Planning Reduces Issues of Probate
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning attorney or probate attorney can help mitigate unwanted risks. They...
View ArticleChadwick Boseman: A Case Study in the Importance of Estate Planning
The untimely death of Chadwick Boseman in 2020 left many fans mourning the loss of a beloved actor and a role model. Boseman, best known for his role as the “Black Panther” in the Marvel Cinematic...
View ArticleWhat Is a Trustee in Estate Planning?
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act...
View ArticleJay Leno’s Legacy of Love: How He’s Protecting His Family Through Estate...
When beloved TV host and comedy icon Jay Leno learned that Mavis, his wife of over 40 years, was battling Alzheimer’s disease, he knew he had to take action. As both her protector and guardian, Leno...
View Article2024 Election: Harris, Trump on Social Security and Medicare
Keeping track and making sense of government policies and presidential candidates’ promises can be daunting during any election year. This year is no exception. Consider Social Security and Medicare,...
View ArticleWhat Happens to Your Pets When You’re Gone?
Your Pet May be Family to You, But the Law Sees It Differently! Our pets give us unconditional love, companionship, and loyalty—they’re truly part of the family. But have you ever thought about what...
View ArticleMedicare Open Enrollment – and New Benefits – Are on the Way
Medicare open enrollment is on the horizon. Now is the time to start thinking about any changes you may want to make to your Medicare coverage. Thanks to the Inflation Reduction Act, some significant...
View ArticleYour Legacy, Your Way: How a Living Trust Protects Your Wishes
Estate planning allows you to ensure that your hard-earned assets are passed down according to your wishes. One of the most effective tools for this is the Revocable Living Trust, which gives you...
View ArticleWho Holds Your Will and Other Estate Planning Documents?
Once you’ve taken the step to create a will and get your estate plan in order, you need to figure out what to do with the will itself. Keeping track of the location of your current will – as well as...
View ArticleIRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025. Annual Gift Tax Exclusion Effective January 1, 2025, you will be able to make individual gifts of...
View Article10 Effective Communication Tools for Alzheimer’s and Dementia Patients
Communicating with someone who has Alzheimer’s disease or dementia presents unique challenges. This is because their brain does not process information the same way as a healthy brain. Caregivers,...
View ArticleWhat Is an Elder Law Attorney and How to Find a Good Elder Law Attorney in...
Aging brings a unique set of challenges, from navigating healthcare options to protecting financial assets and ensuring long-term care needs are met. When it comes to securing a sound future, the...
View ArticleA Personal Message from Our Founder: Thank You for Trusting Us with Your...
Dear Valued Clients, As we approach the season of gratitude and reflection, I want to take a moment to personally thank you for the trust you have placed in our firm. For nearly 35 years, it has been...
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