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...
Do I need an inspection?
The answer is usually "Yes." You NEED an inspection, especially if you are purchasing residential real estate. Despite the current...
Power of Attorney
A durable power of attorney is a document that allows you to name someone you trust to "step into your...
How to take title
This one is worth repeating. Over and over and over again. Especially now in this market. If you are purchasing...
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...
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...
Tax Deadlines Extended
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...