Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter that explains what you valued and why you made certain estate planning decisions. #TuesdayTip
Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should be an important consideration while planning your estate. #TuesdayTip
Do Your Documents Reflect Your Current Thinking?
Do your estate planning documents reflect your current thinking? If they do not, or you are unsure if they do, this is a good time to review and update your estate plan. #TuesdayTip
Required Minimum Distributions
Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip
Reviewing Your Estate Plan
Has there been a marriage, birth, death, or divorce in your family since the last time you updated your estate plan? Might be a good time to review your documents. #TuesdayTip
Charitable Contributions Under CARES Act
For those taxpayers that take the standard deduction, the CARES Act created a new incentive that if you donate up to $300 in cash to a qualified organization as a charitable contribution, you can receive an additional $300 deduction in addition to the standard deduction. #TuesdayTip
Socially Distanced Signing
It is still law that two witnesses are required to be physically present at the signing of a Will or Trust to comply with Florida statutes. If your estate plan is out-of-date, we will work with you to complete a safe, socially distanced signing of your updated estate plan, whether it be outside our office, […]
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 evacuated from our office for four months. Through necessity, we worked remotely. Our ability to complete our tasks for our clients was amazing. Many of our clients are asking what we are doing during the […]
Updated Health Care Surrogate and Power of Attorney
“Are your health care surrogate and power of attorney documents up to date?” #TuesdayTip
Red File
Consider putting all of your important documentation in one binder and let your attorney and family members know the location of that binder. #TuesdayTip