Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...
Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
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....
Potential Estate Tax Exemption
Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe required. Robin A. Lloyd,...
The Effect of the SECURE Act on Your IRA
Have you checked to see what effect the SECURE Act has on the inheritance of your IRA? #TuesdayTip Robin A....
Charitable Contributions Under CARES Act
For those taxpayers that take the standard deduction, the CARES Act created a new incentive that if you donate up...
Socially Distanced Signing
It is still law that two witnesses are required to be physically present at the signing of a Will or...
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...