Archive

Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your Estate Planning documents?   #TuesdayTip

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

Do you know what the SECURE Act is? The President signed it in late December.   #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

Did you know that requirements for distribution of IRAs now starts at age 72?   #TuesdayTip

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

The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have on your plan?    #TuesdayTip