Trust Attorneys Talk about How a Trust Might Fit into Your Estate Plan
Although you will likely execute a Last Will and Testament when you initially create an estate plan, you will likely... Read More
Wills and Trusts Blog
Vero Beach Elder Law Attorneys Explain the “Granny Scam”
As a grandparent, there is likely not much you wouldn’t do to help a grandchild. Sadly, there are scam artists... Read More
Elder Law 
Planning for Retirement Plans and IRAs: Beneficiary Designation
Perhaps the largest part of most Americans’ wealth is in their qualified plan or IRA. Planning for these assets is one of the most important parts of the...... Read More
Estate Planning, legal education 
Estate Planning: The Simplest Plan is Usually Not the Best
Clients often want the simplest estate planning solution possible. However, the simplest solution is doing nothing. Usually, doing nothing does not result in the desired outcome.... Read More
Estate Planning, legal education 
New Tax Law May Affect State Income Tax, Too!
The new tax law has many impacts on state income taxes in 2018. The law limits the deductibility of state income taxes for federal purposes. It also raises...... Read More
Estate Planning, legal education 
Retirement is Complicated
Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc....... Read More
Estate Planning, legal education 
Port St. Lucie Estate Planning Attorneys Warn Against the Use of DIY Documents
Have you been putting off the creation of your estate plan because you never seem to have the time and/or... Read More
Estate Planning 
Age-Related Retirement Milestones
Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will...... Read More
Estate Planning, legal education 
Sager Family Shows Perils of Blended Families
Blended families require special planning. Communication of those plans is key to keep frictions to a minimum. This story examines the controversy in the family of sports reporter...... Read More
Estate Planning, legal education 
Vero Beach Estate Planning Lawyers Discuss the In-Law Threat
If you plan to pass down assets to your children, either during the course of your lifetime or after your... Read More
Estate Planning 
Estate Planning Attorneys Point Out Top 5 Estate Planning Mistakes
For the average person, estate planning is somewhat intimidating. This should be easy enough to understand. After all, estate planning... Read More
Estate Planning 
Port St. Lucie Estate Planning Attorneys Explain the Importance of Choosing the Right Executor
For most people, a Last Will and Testament serves as the foundation for their initial estate plan. If you are... Read More
Wills and Trusts