Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your...
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...
Updated Health Care Surrogate and Power of Attorney
“Are your health care surrogate and power of attorney documents up to date?” #TuesdayTip Zachary Kleiman, Esquire
Red File
Consider putting all of your important documentation in one binder and let your attorney and family members know the location...
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip Robin A. Lloyd, Sr.,...
Homestead Exemption
The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have not applied for Homestead Exemption,...
Property in a Revocable Trust
Did you know that property in a revocable trust can pass to your heirs without needing to go through probate? ...
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip Robin A. Lloyd, Sr., J.D.