Estate Planning & Tax Blog

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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Giving Thanks and Leaving a Legacy Through Your Estate Plan

Giving Thanks and Leaving a Legacy Through Your Estate Plan

Many people use their estate plan to pass along wealth to their loved ones, to pass along their values, and to give thanks. There are several ways to give thanks by using your estate plan. One way to do this is by designating charitable giving or specific gifts that will help ensure your legacy. It…
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New Capital Gain Deferral Strategy for Real Estate

Kicking the “Gain” Down the Road

Last week our blog discussed a new capital gain deferral strategy referred to as “Opportunity Zones.” In addition, there are several capital gain strategies that have existed for many years that might be useful to explore again, now that gains actually exist (especially on real estate sales). First, a brief primer. Capital gains result from…
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