Advantageous Exemptions
Have you taken advantage of the current estate and gift tax exemptions? Zachary Kleiman, Esq
Potential Estate Tax Change
Will a $3.5 million potential Estate Tax Exemption affect you? If so, updated planning may be required. Robin A....
Potential Estate Tax by Robin A. Lloyd, Sr.
Will a potential $3.5 million Estate Tax exemption affect you? If so, updated planning maybe required.
Potential Estate Tax Exemption
Will a potential $3.5 million Estate Tax exemption affect you? If so, additional planning maybe required. Robin A. Lloyd,...
Taxation of Trust by Zachary Kleiman, Esquire
Did you know that the state in which your Trustee resides may impact the taxation of your Trust? To learn...
Contracts by Zachary Kleiman, Esquire
Did you know that certain contracts, such as a sale of an interest in land, must be in writing and...
Primary Residence by Zachary Kleiman, Esquire
Did you know that transferring your primary residence into your revocable trust will not affect your homestead exemption? #TuesdayTip
Domicile of Trust and State Income Tax
Did you know that the domicile of your Trust will determine if you pay state income tax? You might want...
Choosing a Personal Representative.
Did you know that to serve as your Personal Representative in Florida, the individual must either be a resident of...
Marital Deduction
Did you know that, in most cases, due to the unlimited marital deduction, you can give or bequest to your...