estate tax

Jan 12, 2021

The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re prepared to see the exemption...

Dec 29, 2020

But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...

Dec 22, 2020

Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...

Dec 15, 2020

If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...

Dec 8, 2020

Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...

Dec 1, 2020

It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...

Nov 24, 2020

Here are some tips that the CDC have released for Thanksgiving this year: *Having a small dinner with only people...

Nov 3, 2020

When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....

Oct 27, 2020

Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...

Oct 20, 2020

"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...