Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Estate and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
Getting Through This Time Together
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were...
Impact 100 Finalists
Check out this article on Impact 100's Finalists. Five nonprofits will receive $100,000 high-impact grants, and three will split $16,481!...
Shining Light Garden Foundation Annual Spring Dinner
Our attorneys, Robin Lloyd and Zachary Kleiman, attended the Annual Spring Dinner benefiting the Shining Light Garden Foundation with their...
Impact 100: Impact Day 2020
Our firm proudly sponsored Impact 100: Impact Day 2020 in January at Northern Trust Company. Brenda Lloyd is a longtime...
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