‘Tis the Season of Giving
The season of giving and gifting is here. If you are considering charitable donations, consider that there are many ways...
Out of State Considerations
If you are domiciled in Florida, it is fine to name direct relatives as Personal Representatives or Trustees in your...
Trustee Selection
Under Florida law, you can select anyone to be the Trustee of your Trust, unless that person is disqualified under...
Tax Law Changes by Robin A. Lloyd, Sr., J.D.
In about two more weeks, we should be able to tell what the tax law changes will be. Reach out...
Taxes by Robin A. Lloyd, Sr., J.D.
With a possibility of $3.5 Trillion in new government spending, it's an attorney's dream about the taxes that will generate...
Use it or lose it
The current estate tax and lifetime gift exemption is $11.7 million per person. This amount is set to sunset and...
End of Year Planning
Its that time again. Time to get your affairs in order for the end of year. Make sure your estate...
Help out your loved ones
Its not fun to think about, but preparing for your own passing is important. Your friends and family, and whomever...
Newly Enacted Florida Trust Laws
Selecting a Trustee for your Trust is an important consideration. Trustees are fiduciaries and as such are required to adhere...
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...