Jan 10, 2010 | Estate Planning
To compare that young boy’s disappointment in Shoeless Joe Jackson with our Congress’ recent failure to act regarding the estate tax is, admittedly, a stretch of poetic license. However, “say it ain’t so” most accurately summarizes my reaction last New Year’s Day when...
Feb 12, 2009 | Estate Planning
First Quarter, 2009 As many of our clients know, the irrevocable trust is an integral component of any estate plan designed to protect inherited monies from the spendthrift or intemperate habits of children, grandchildren and other beneficiaries. Frequently, clients...
Apr 3, 2008 | Estate Planning
New laws went into effect last summer which significantly revised the rules applicable to Florida trustees. Basically, the new laws are designed to ensure that an irrevocable trust’s “qualified beneficiaries” (defined broadly to include practically all beneficiaries...
Apr 2, 2007 | Estate Planning
Florida is a great State to call your home. The weather is beautiful and the cultural and social events are as diverse and interesting as the people who have come here from all areas of the United States and abroad. So why is the “residency” formality so important?...
