Archive

Robin and Brenda Lloyd were on the cover of the Indian River Community Foundation 2019 brochure. We are such proud supporters of a wonderful organization in our community.

Did you know that property in a revocable trust can pass to your heirs without needing to go through probate?      #TuesdayTip

Did you know that requirements for distribution of IRAs now starts at age 72?   #TuesdayTip

The deadline to timely file for a homestead exemption is March 1st.    #TuesdayTip

The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have on your plan?    #TuesdayTip

Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the second death of you or your spouse. Under previous planning techniques we used A-B Trust. Since the introduction of portability this may not be necessary and may in fact cost your heirs estate income tax.  […]

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 years. As the end of the year approaches, have you taken full advantage of the annual exclusion?     #TuesdayTip

Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and IRAs?     #TuesdayTip

With the holiday season here, now is a great time to tell your family where all of your estate planning documents and important information is located.    #TuesdayTip