“Deathbed Gifts” and the IRS
The IRS has many rules regarding the actions taken by taxpayers within three years of their death. A recent Tax...
‘Tis the Season of Giving
The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways...
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...
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...
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...
Yay or Nay to IRA?
IRAs (individual retirement accounts) are a popular wealth management and estate planning tool. Both traditional and Roth IRAs do have...
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...
Estate Tax Exemption
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
Homestead in Florida
The deadline to file for your homestead exemption in Florida is March 1, 2021. Emily Helmick, Esq.