Why You May Need a Revocable Trust

Do You Need a Revocable Trust? Everyone should have a durable power of attorney that appoints someone to act for them should they become incapacitated, however, in some circumstances it is not enough. In these cases, a revocable trust can

Posted in Estate Planning, Living Trust

Have You Reviewed Your Estate Plan Recently?

Estate plans should evolve over time, it is important to keep your living documents current by reviewing your estate plan every 5 years, or whenever you or your family or beneficiaries have a major life event. The following points should

Posted in Estate Planning, Family Law, Living Trust, Probate and Guardianship, Will

Body Composting is Gaining Momentum

Have you ever wondered how you can be more environmentally conscious even in death? In some states, you can, by being composted. Seth Viddal and one of his employees have built a “vessel they hope will usher in a more

Posted in End of Life, Final Wishes

What is a Will?

No one wants to think about dying and for some of us, death is a subject that we would rather not discuss. We believe that there is no hurry to consider the issue and that we have plenty of time

Posted in Estate Planning, Will

Steps to Take When You Lose a Loved One

The loss of a family member is an incredibly difficult time. In addition to coping with your grief and potentially planning a memorial service or funeral, there are usually many financial decisions that will need to be made. How do

Posted in Choosing Your Lawyer, Estate Planning, Probate and Guardianship, Real Estate, Will

What Should I Include in My Estate Plan?

Key elements of an estate plan: An experienced estate attorney can develop personalized strategies and documents that meet your needs. This could include a: Will. A legal document that defines the distribution of your property and the care of any

Posted in Estate Planning, Will

Is a Family Limited Partnership for You?

How does a Family Limited Partnership work? A Family Limited Partnership (FLP) is a legal entity that may hold property, including cash, real property, a business interest, or other assets. Like any limited partnership, there are general partners and limited

Posted in Estate Planning, Taxes

Is it a Gift?

What constitutes a “gift” for the purpose of the estate and gift tax? The IRS interprets a gift very broadly, so that a gift may include any transfer of property or assets, or the use of income-producing property, without expecting

Posted in Estate Planning

Are You Familiar With Able Accounts?

If you or a family member is disabled it is advisable to put away some of their stimulus aid in special accounts in order to keep their funds safe. These special accounts are called Achieving a Better Life Experience (ABLE)

Posted in Consumer Law, News

COVID-19 Funeral Assistance Services

Reposted From FEMA: The COVID-19 pandemic has brought overwhelming grief to many families. At FEMA, our mission is to help people before, during, and after disasters. We are dedicated to helping ease some of the financial stress and burden caused

Posted in News

Contact Us

Port Orange Office:
Prestige Executive Center
823 Dunlawton Ave. Unit C
Port Orange, FL 32129
Local: 386.256.4882
Toll Free: 877.447.4667
New Smyrna Beach Office:
646 N Dixie Fwy
New Smyrna Beach, FL 32168
Local: 386.256.4882
Toll Free: 877.447.4667