Tax Savings
Recently we have been hearing a lot about the tax savings from "Loss Harvesting". Since the end of the year...
Florida Residents
"Are you a Florida Resident? If you are and your residence is not homesteaded, now is the time to work...
Estate and Tax Rates
Which will be higher next year-Estate Tax Rates or Income Tax? You may need to watch your Trusts. ...
IRA Contribution
Did you know, as of 2020 there is no age limit as to how long you can contribute to an...
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...
Checking Your Portfolio
As we approach the end of the year, you should check the gains in your portfolio to loss harvest if...
Spousal Trusts
Would a Spousal Life Time Access Trust (SLAT) work for you? Robin A Lloyd Sr., Esq.
Updating your Estate Planning Documents by Zachary Kleiman, Esquire
You should check and update your estate planning documents at least once a year and whenever there has been a...
Trusts by Zachary Kleiman, Esquire
Did you know that there are two main categories of trusts: revocable and irrevocable. One of the primary differences is...
Pour Over Will by Zachary Kleiman, Esquire
A “pour over” Will works together with a Revocable Trust so that any assets that are not in your Trust...