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...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
How would you like to take title?
Its a common question. Without a simple answer. How your assets are titled can make a drastic difference in how...
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...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
What is Probate?
Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...
Goodbye 2020, Hello 2021
But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...