Legacy Letter
A helpful and thoughtful way to express your wishes and gratitude for your loved ones is by leaving a letter...
Homestead
The deadline to timely file for a homestead exemption is March 1st. #TuesdayTip Zachary Kleiman, Esquire
SECURE Act
The SECURE Act was signed into law three weeks ago, altering the retirement planning landscape. What impact did it have...
Charitable Deduction
During the season of giving, don’t forget that charitable contributions continue to be deductible if you itemize deductions. #TuesdayTip...
Annual Gift Tax Exclusion
The annual gift tax exclusion amount for each individual is $15,000 for 2019 and does not carry over to future...
Beneficiary Designations
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...
Location of Your Estate Planning Documents and Information
With the holiday season here, now is a great time to tell your family where all of your estate planning...
2020 Estate Tax Exemption
The estate tax exemption for 2020 is $11.58 million, an increase from $11.4 million in 2019. #TuesdayTip Zachary Kleiman, Esquire
Personal Representatives
Did you know that if you are the Personal Representative for an estate, Florida law allows you to receive a...