Taking Title in Real Estate
Many real estate agents will tell you that you can take title “however you want.” This may (or may not)...
The Legacy IRA Act is now law
The Legacy IRA Act is now law. The new provisions expand the previous definition of a qualified charitable deduction to...
A few benefits of a Revocable Living Trust
Including a revocable living trust in your estate plan may provide you and your beneficiaries with a few advantages. If...
Avoid a derailed estate plan
It can be fairly easy for an estate plan to get off track. There are several things you can do...
Health Care Surrogate designation and Durable Power of Attorney
Contrary to popular belief, these two documents are not one in the same. Your Health Care Surrogate is the person...
Secure 2.0
New legislation affecting retirement plans and specifically required minimum distributions (RMDs), was signed into law in December of 2022. For...
Gift Tax Returns
As tax season is coming to a close, do not forget to file your gift tax returns! If you gifted...
Florida Probate
What is probate? Probate is the process by which the decedent’s assets are identified and gathered, presented to the Court,...
The Importance of Follow Through
Like all planning, estate planning also requires follow through. Trusts must actually be funded. Gifts must be received. Wills must...
Trust Property
Trust property includes assets that are held in the name of the Trust, assigned to the Trust, or transferred by...