Was your Last Will & Testament properly executed?
For a Last Will and Testament to be properly executed in Florida, it must be signed in the presence of...
Gift Giving
An individual can gift up to $15,000 per recipient this year without triggering a taxable event. For a couple that...
Estate Tax Provisions Clearer Heading into Conference
The Senate narrowly passed its Tax Reform Bill in the early hours of Saturday morning, with a 51-42 vote...
Senate Tax Bill Leaves Estate Tax Intact
November 14, 2017 On Thursday, November 9, 2017, the Senate Finance Committee released its version of the proposed Tax Cuts...
Estate Tax Repeal Back in the Tax Reform Picture
As quickly as Estate Tax Repeal faded off the tax reform radar a few months ago, it came flying...
As a Crisis brews in the Caribbean, Chaos Returns to Congress
Hurricane Irma, an historically powerful and potentially devastating hurricane, continues to strengthen in the Caribbean, and we would like to...
Make Sure to Pack your Estate Plan on your Move to Florida
A cross-country move can be stressful in all aspects; purchasing a new Florida home remotely, coordinating movers, establishing utility accounts,...
Want to Avoid Probate? Simply Signing your Trust is not Enough
In planning for non-taxable estates, one of the client’s most important goals (after distribution provisions are drafted) is to avoid...