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...
If you are 70 1/2 and have not yet used your (up-to) $100,000 direct gift to charity, this may be...
The deadline to timely file for a homestead exemption is March 1st. #TuesdayTip Zachary Kleiman, Esquire
The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have...
During the season of giving, don’t forget that charitable contributions continue to be deductible if you itemize deductions. #TuesdayTip...
The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does not carry over to future...
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...
With the holiday season here, now is a great time to tell your family where all of your estate planning...
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019. #TuesdayTip Zachary Kleiman, Esquire
Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a...
Did you know that Save Our Homes is an amendment to the Florida Constitution that provides for a limitation on...
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