Trustee Selection
Under Florida law, you can select anyone to be the Trustee of your Trust, unless that person is disqualified under...
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...
Newly Enacted Florida Trust Laws
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere...
Power of Attorney
A durable power of attorney is a document that allows you to name someone you trust to “step into your...
Fund your Trust
Estate planning can be simple or complex, depending on the objective you are trying to accomplish. There are many ways...
Tax Deadlines Extended
ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
Happy New Year!
With many possible impending changes on the horizon, don’t forget to keep an eye out for changes that may impact...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...