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...
FL Property Tax Discounts
You may be eligible for certain discounts on your Florida property taxes, if paid before March of the following year....
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...
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...
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Highest Federal Income Tax Rate
Following the July 21st Tuesday Tip, at its peak, the highest federal income tax rate was 94% in 1944. #TuesdayTip...