Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
Power of Attorney
A durable power of attorney is a document that allows you to name someone you trust to "step into your...
In re: the Estate of
Determining where and how your assets (and debts) pass at death can be a complicated process. Under Florida law, if...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
How would you like to take title?
Its a common question. Without a simple answer. How your assets are titled can make a drastic difference in how...
What’s in a name?
How do you want to take title? The question everyone hears but most people do not know how to answer...
Disclaiming an IRA
If you inherit an IRA that has a contingent beneficiary, you do have the option to disclaim it. All funds...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
To Pay or Not to Pay?
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...