2026 Tax Alert
Since 2018, a taxpayer has been able to transfer up to $10mm of assets free of federal gift or estate tax. That exempt amount has been indexed to infl
Client News Alert Taxes 2020
Since 2018, a taxpayer has been able to transfer to his or her children up to $10mm of assets free of federal gift or estate tax…
The SECURE Act: What It Does and What It Can Mean For Your Estate Plan
Near the end of 2019, the Senate passed a budget reconciliation bill that included the Setting Every Community Up for Retirement (SECURE) Act.
Separate Memoranda for the Disposition of Personal Property
The Florida Probate Code Section 732.515 expressly permits the use of separate memorandum to dispose of tangible personal property.
Relocating to Florida
Important Steps to Becoming a Florida Resident 1. Secure automobile insurance – company of choice/ must meet Florida limits.