End of Year Trust Checklist
If you have a Trust, be sure to review the list of items below: Review your Trust document. Things change...
End of Year Charitable Giving
As we enter the season of giving, it is important to consider all of the options available to you for...
Corporate Trustees
If you are naming a corporate Trustee as successor Trustee of your revocable trust, there are a few things to...
Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Do I need a Trust?
There are a number of ways a trust can be a useful vehicle to transfer assets upon your death. Trusts...
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...
Charitable Gift
Tis the Season! If you are considering making a charitable gift this holiday season, you may not realize there are...
Loss Harvesting
It is that time of the year when we start thinking about taxes. “Loss Harvesting” might be something to consider. ...
Estate Tax Rates
When planning your Estate and your transfer of assets, be sure to check estate tax rates versus income tax rates....
Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...