Probate Assets
Common scenario: "No one wants Grandpa's watch, car, or golf clubs. Can't we just give them away or sell them?"...
Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it's an attorney's dream about the taxes that will generate...
Help out your loved ones
Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...
Red File; Do you know what it is and do you have one?
Without careful planning, the time after you pass can be incredibly stressful for your loved ones. There is a lot...
What is Probate?
Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
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...
Out of State Property & Estate Tax
Remember if you own out of state property, the State Estate Tax Exemption in that state does not always equal...
Getting Through This Time Together
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were...
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...
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