SECURE Act
The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have...
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...
Charitable Deduction
During the season of giving, don’t forget that charitable contributions continue to be deductible if you itemize deductions. #TuesdayTip...
Annual Gift Tax Exclusion
The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does not carry over to future...
Beneficiary Designations
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...
Location of Your Estate Planning Documents and Information
With the holiday season here, now is a great time to tell your family where all of your estate planning...
2020 Estate Tax Exemption
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019. #TuesdayTip Zachary Kleiman, Esquire
Estate Tax Exemption
Will the Estate Tax Exemption and tax rate continue until 2025? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Personal Representatives
Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a...
Your Estate Plan at the Second Death
Does your Estate Plan provide for a stepped up basis at the second death? #TuesdayTip Robin A. Lloyd, Sr.,...