Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it's an attorney's dream about the taxes that will generate...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
FL Property Tax Discounts
You may be eligible for certain discounts on your Florida property taxes, if paid before March of the following year....
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...
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...
Qualified Charitable Distributions
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...