Comprehensive estate planning covers nearly every aspect of life. It begins with protecting yourself and your personal dignity, and extends to protecting your loved ones and your hard-earned assets.
Follow the links below to learn more about the services provided at Estate Planning & Elder Law Center of Brevard:
There are many legal strategies involved in Legacy Estate Planning, including Wills, Revocable Living Trusts, Irrevocable Trusts, Durable Powers of Attorney, and Health Care Documents.
Learn more about the Estate Planning process.
Probate and Estate Administration are the processes through which estate assets are transferred after death. Assets to be transferred under terms of a will go through probate. Assets transferred outside of a will, such as by Beneficiary Designation or those planned for in a trust are handled through an Administration process. Administration also refers to the process whereby assets are transferred by rules of the state when there is no will. We can help make the process easier, more efficient, help minimize taxes and other costs and provide peace of mind during a difficult time. If necessary, we can assist with court contested administration.
Learn more about Estate & Trust Administration.
For a novice, navigating the wilderness of a Probate Estate from beginning to end can be a daunting task, fraught with traps for the unwary. As seasoned professionals, we can be there to help see to it that the estate passes smoothly into the right hands, no matter the size of the estate.
Learn more about Probate.
Elder Law is another aspect of Estate Planning, focusing primarily on the needs of families and individuals as they age. Issues of aging include senior housing and home care, long-term care, nursing home care, guardianships and health care documents, Medicare and Medicaid.
Learn more about planning for Long-Term Care.
Our Guardianship Attorneys provide knowledgeable and experienced assistance in guardianships. We can effectively and efficiently handle any guardianship situation which may arise. We assist our clients in establishing guardianships, filing required annual reports with the courts, petitions for permission in various situations, and preparing documents required to terminate a guardianship when it is no longer necessary. We also handle contested guardianship matters should any of the above issues not go smoothly.
Learn more about Guardianship.
“Aid and Attendance Pension” is a special Veteran’s Program designed to help veterans and/or their surviving spouses receive the financial support necessary to ensure their continuing care in their own home or in an assisted living or nursing home setting. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about Veteran’s Aid and Attendance.
Nursing home and other long term care costs can be financially devastating. Finding and affording quality care on short notice can be stressful and draining. We can help you determine the best options for care and how to qualify for Medicaid to help finance them.
Learn more about Medicaid Crisis Planning.
Special Needs Estate Planning focuses on providing for the special needs of our loved ones with disabilities when we are no longer there to organize and advocate on their behalf. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children – both now and in the future.
Learn more about Florida Special Needs.
Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to unexpected serious illness or accidents lawsuits, creditors or bankruptcies.
Find out how we can help you protect your assets today.
Historically speaking, the Federal Estate Tax is an excise tax levied on the transfer of a person’s assets after death. In actuality, it is neither a death tax nor an inheritance tax, but more accurately a transfer tax. There are three distinct aspects to Federal Estate Taxes that comprise what is called the Unified Transfer Tax: Estate Taxes, Gift Taxes, and Generation- Skipping Transfer Taxes. Legal planning to avoid or minimize Federal Estate Taxes is both a prudent and an important aspect of comprehensive estate planning.
Learn more about Estate Tax Planning.
Family businesses are the backbone of the American economy. From agriculture to services, technology and manufacturing, family businesses generate an estimated one-half of the U.S. Gross National Product and pay half of all wages earned in this country. Planning for business succession starts with thinking through how to protect your legacy.
Find out how we can help you preserve your family business.
We encourage and assist the tradition of giving to charitable causes, including the employment of tax-advantaged strategies that maximize the value of your gift. We help clients make charitable gifts and practice good stewardship in the most tax-efficient manner.
Learn more about Charitable Giving Strategies.
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