Estate Planning & Tax Blog

Steps to Take When a Loved One Dies

Estate planning attorneys can help you when your family member or loved one dies.  If you are simply too overwhelmed to call during the first couple of weeks after your loved one passes away, it is important to keep in mind that there are several practical and legal considerations that the person named as the…
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Estate Planning, What’s That?

The third week of October is National Estate Planning Awareness Week, a week to highlight one of the most overlooked areas of personal finance management – estate planning. Truth is, everyone has an estate; however, it is estimated that over 50% of Americans do not have an updated estate plan or a plan the reflects their…
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Modern Uses For Life Insurance Trusts

Since the enactment of the Tax Cut and Jobs Act of 2017, the utility of the irrevocable life insurance trust (ILIT) has been in question. The substantial increase in the federal estate tax exemption–$11.4 million for an individual and $22.8 million for a married couple in 2019-greatly reduced the need for estate planning aimed at…
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When Is It Critical To Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember-prevention is the best cure. An annual exam isn’t necessarily the only time…
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Niche Trusts

Niche Trusts: As Unique As You Are

You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. Your estate planning team’s approach to counseling should be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is a niche trust.…
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Getting Rooted in the Sun(shine State): Establishing Florida Residency

The purchase of a home in the beautiful sunshine state of Florida comes with more benefits than just the sun! Florida property owners may be eligible for homestead exemption and additional benefits that will reduce their property tax liability on their permanent residence. As defined in Florida Statute 196.012(17), for purposes of the homestead exemption,…
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Six Key Considerations for Your Estate Planning

Maintaining your estate plan can feel overwhelming when faced with all the changes life can bring. Calling your attorney may not be your first instinct when you’re faced with a significant shift in income, investments, or employment, but consulting with us is a wise way to ensure your legal health is always maintained. Read on…
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Avoid the Stress: 4 Tax Tips to Remember When Preparing to File

Tax season is well underway and many Taxpayers are preparing to file their taxes. With the passage of the Tax Cuts and Jobs Act in December 2017, which was effective as of January 1, 2018, the 2018 tax filing season is going to look a little different for many taxpayers.  In order to ensure you…
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