Red File
Consider putting all of your important documentation in one binder and let your attorney and family members know the location...
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip Robin A. Lloyd, Sr.,...
Homestead Exemption
The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have not applied for Homestead Exemption,...
Property in a Revocable Trust
Did you know that property in a revocable trust can pass to your heirs without needing to go through probate? ...
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip Robin A. Lloyd, Sr., J.D.
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...
Stepped Up Basis
Be sure to update your estate planning to ensure that your heirs will get second stepped up basis upon the...
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...