What Are Uncoordinated Beneficiaries? If you listed someone as a beneficiary on your life insurance, but your will states to give your lif... May 11, 2023
What is Incapacity Planning? Advanced healthcare directives are available to anyone over 18, and there has never been a more appr... April 13, 2023
How SECURE Act 2.0 Expands Retirement Savings Opportunities The provisions of this Act were created to benefit younger and older workers. For younger workers, t... March 29, 2023
Year End Gifting And Estate Taxes: What You Need to Know? When the end of the year is approaching, many people participate in year-end gifting, generally when... December 21, 2022
How To Prepare For The Inevitable Estate Planning Conversations During The Holidays? Whether you want to or not, inevitably conversations about Estate Planning, Wills and inheritance co... November 18, 2022
What Is The Inflation Reduction Act and How Does It Impact Florida Estate Planning? The recently passed Inflation Reduction Act replaced the proposed Build Back Better Act. It covers ... September 14, 2022
Does Your Family Pay Capital Gains on Inherited Property? Inheritances are great for the next generation, but they can complicate taxes. How can you avoid tha... August 22, 2022
Should I Use My IRA to Provide for My Special Needs Child? Parents of a Special Needs child have different long-term planning concerns. For parents of children... May 17, 2022
What Is the Difference Between Guardianship and Durable Power of Attorney? If you’re considering whether you want to set up a guardianship or a durable power of attorney... April 25, 2022
How To Protect Your Life Partner In A Florida Estate Plan? It is becoming more common for couples to live together without getting married and without any lega... February 22, 2022