Keeping track of your assets
Do you know where your assets are? Do you know how they are held? If you answered no to either...
Advanced Directives
What are they and why do I need them? Advanced directives are documents that include the Living Will and Designation...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Keeping tabs on pending legislation
The “Building Back Better Act” may significantly impact your estate planning. Consult with your attorney and financial advisors sooner than...
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...
Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
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...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
To Pay or Not to Pay?
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...