Disclaiming an IRA
If you inherit an IRA that has a contingent beneficiary, you do have the option to disclaim it. All funds...
Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
Protect your Investment
If you are taking advantage of the benefits of becoming a Florida resident, be sure to protect your investment. Your...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. "Loss Harvesting" might be something to consider. ...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should...