Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
Power of Attorney
A durable power of attorney is a document that allows you to name someone you trust to "step into your...
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...
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...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
To Pay or Not to Pay?
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...
Estate Tax Exemption
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
Prepare for the Unexpected
If you are in an unforeseen or emergency situation, make sure your loved ones know how to help you. Advance...