Articles Library

A Residency Reminder The New York Tax Appeals Tribunal (the “Tribunal”) recently issued a ruling impacting those seeking to establish residency in Florida while still maintaining significant ties to New York. The...

To avoid probate, many clients opt for a revocable trust as part of their estate planning documents. A revocable trust is a very good option, and a bit more private since it does not get deposited with a court post-death. A...

Effective January 1, 2026, the One Big Beautiful Bill Act (OBBBA), which passed on July 4, 2025, significantly impacts the income-tax deductibility of charitable contributions.   The income tax laws will change in several...

2025 marks the 20th anniversary issue of the Super Lawyers rankings of top Florida attorneys.  Per their website, the Super Lawyers publication uses a “patented selection process” that is “peer influenced and research...