September 17, 2020 •
Estate Planning ![]()
Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.
Read MoreSeptember 16, 2020 •
Estate Planning ![]()
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Read MoreSeptember 15, 2020 •
Estate Planning ![]()
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Read MoreSeptember 14, 2020 •
Estate Planning ![]()
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
Read MoreSeptember 11, 2020 •
Estate Planning ![]()
Develop a successful transition plan that will provide for you, your heirs and your business.
Read MoreSeptember 10, 2020 •
Estate Planning ![]()
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Read MoreSeptember 9, 2020 •
Estate Planning ![]()
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
Read MoreSeptember 8, 2020 •
Estate Planning ![]()
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
Read MoreSeptember 4, 2020 •
Estate Planning ![]()
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.
Read MoreSeptember 3, 2020 •
Estate Planning ![]()
Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own. A doctor you've never met could decide how you spend your last moments, and your loved ones could be saddled with untangling an expensive legal mess after you die.
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