Jun 12, 2023 | Estate Planning
As most people know, funds distributed from a traditional, non-Roth, Individual Retirement Account (IRA) are subject to income tax, and this also applies to inherited IRAs. Using your IRA to fulfill your charitable goals is often a good strategy both to achieve...
Dec 21, 2022 | Estate Planning
As estate planning attorneys we are often asked, “Who will inherit my assets if I die without putting a will in place?” Many people believe that without a last will and testament (a will), the state of Florida will automatically become the beneficiary of their estate...
Dec 13, 2021 | Estate Planning
“Life is what happens when you’re making other plans.”– John Lennon Your crystal ball is likely as good as the next guy’s, which is why it is important to have documents in place to ensure you have a say while navigating life as it happens. With that said, you may...
Jun 24, 2021 | Business Litigation, Estate Planning
It was the best of times; it was the worst of times: was an elderly relative’s revision of their estate planning documents the result of that relative’s wise old age or has age made that relative foolishly give the fruits of their lifetime of labor to a stranger?...
Nov 16, 2020 | Estate Planning
Estate plans may sound fancy or even out of reach. They are not. Estate planning is for everyone and not just the elderly or the rich. There are countless reasons you should have an estate plan and seven of the most important reasons are listed below: 1. You will rest...
Mar 23, 2020 | Coronavirus, Coronavirus and estate, Estate Planning
Thanks to technology, our firm is fully operational during the COVID-19 pandemic and has already assisted clients with the “new temporary normal” of sheltering in place. Clients concerned with travel to execute wills can be provided the wills by email for...
