‘Tis the Season of Giving
The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways...
Tangible Personal Property
These are your assets. Golf clubs, watches, jewelry, vehicles, art collections, etc. These assets have value. You need to know...
Trustee Selection
Under Florida law, you can select anyone to be the Trustee of your Trust, unless that person is disqualified under...
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...
Use it or lose it
The current estate tax and lifetime gift exemption is $11.7 million per person. This amount is set to sunset and...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
Keeping tabs on pending legislation
The "Building Back Better Act" may significantly impact your estate planning. Consult with your attorney and financial advisors sooner than...
Help out your loved ones
Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...
Newly Enacted Florida Trust Laws
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere...
Do I need a Trust?
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...