As a Florida senior, did you know that if you are planning to remarry, you should either create or update your estate plan. There are three important issues in regard to your estate planning and remarriage that you may need to understand and discuss with your future...
The New Year is here, have you completed all your resolutions? January is underway and we know many Floridians are focusing on how they will reach the resolutions they set. What did your resolutions focus on? Work or health or family or all three? Did you include...
Did you know that October is when National Estate Planning Awareness Week takes place? Everyone who wants to ensure their wishes are respected in the event of temporary incapacitation or upon their death should have an estate plan in place, especially as the Covid-19...
Have you moved to a new state? If so, you may be wondering whether your estate planning documents are valid in your new home state. Let us take a look at three reasons why it is important that you engage an experienced estate planning attorney to take a look at your...
Did you know that President Biden campaigned on a promise to lower the estate tax exemption limit, and to consider abolishing the step-up in basis for capital gains tax? While it can be difficult to predict when these matters will be addressed by the Biden...
Did you know that a 529 Plan may be more than just a college savings plan? It can be a useful asset for estate planning. Let us discuss three benefits to using a 529 plan as an estate planning tool. Tax-free gifts. A 529 plan allows you to give money to beneficiaries...
