Trust or Estate? They’re not the same thing
Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All assets owned individually or jointly...
Trusts and Estates are governed under two completely separate sections of the Florida Statutes. All assets owned individually or jointly...
If you have made considerable gifts to individuals, be sure to remember to file your gift tax returns. The IRS...
Do you know how to answer this question? If not, you need to find out! Many factors can determine domicile...
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
With a possibility of $3.5 Trillion in new government spending, it’s an attorney’s dream about the taxes that will generate...
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
If you inherit an IRA that has a contingent beneficiary, you do have the option to disclaim it. All funds...
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
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