Archive

Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip

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

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

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 If your estate plan is out-of-date, we will work with you to complete a safe, socially distanced signing of your updated estate plan, whether it be outside our office, […]

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 […]

“Are your health care surrogate and power of attorney documents up to date?”   #TuesdayTip

Consider putting all of your important documentation in one binder and let your attorney and family members know the location of that binder.      #TuesdayTip

The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have not applied for Homestead Exemption, this is the last week to do so, as the deadline is March 1, 2020.      #TuesdayTip

Did you know that property in a revocable trust can pass to your heirs without needing to go through probate?      #TuesdayTip

The deadline to timely file for a homestead exemption is March 1st.    #TuesdayTip