Archive

In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate planning documents up to date, especially now. Check out the link below for the article! https://www.fiduciarytrust.com/insights/commentary?commentaryPath=templatedata/gw-content/commentary/data/en-us/en-us-ftci/trust-estate/peace-of-mind-essential-steps-for-taking-care-of-family&commentaryType=TRUST%20&%20ESTATE%20PLANNING

Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of your AGI if you are at least 59 1/2 and you make it from your IRA in 2020. Talk to your tax advisor.  #TuesdayTip

Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your Estate Planning documents?   #TuesdayTip

“Are your health care surrogate and power of attorney documents up to date?”   #TuesdayTip

Consider putting all of your important documentation in one binder and let your attorney and family members know the location of that binder.      #TuesdayTip

Do you know what the SECURE Act is? The President signed it in late December.   #TuesdayTip

The Florida Homestead Exemption provides several legal and tax benefits to homeowners. If you have not applied for Homestead Exemption, this is the last week to do so, as the deadline is March 1, 2020.      #TuesdayTip

Did you know that property in a revocable trust can pass to your heirs without needing to go through probate?      #TuesdayTip

Did you know that requirements for distribution of IRAs now starts at age 72?   #TuesdayTip

The deadline to timely file for a homestead exemption is March 1st.    #TuesdayTip