Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
IRA Contribution
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...
Advantageous Exemptions
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman, Esq
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....
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...
Updating your Estate Planning Documents by Zachary Kleiman, Esquire
You should check and update your estate planning documents at least once a year and whenever there has been a...
Trusts by Zachary Kleiman, Esquire
Did you know that there are two main categories of trusts: revocable and irrevocable. One of the primary differences is...
Pour Over Will by Zachary Kleiman, Esquire
A “pour over” Will works together with a Revocable Trust so that any assets that are not in your Trust...
Taxation of Trust by Zachary Kleiman, Esquire
Did you know that the state in which your Trustee resides may impact the taxation of your Trust? To learn...
Updating Documents by Zachary Kleiman, Esquire
It is important to review and update your estate planning documents every couple years, and when there is an important...
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