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Exempt Status of Retirement Plan Distributions
October 2021
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2021 Proposed Changes to Estate and Income Tax (PDF)
September 2021
For some couples, quarantining with their spouse has been a blessing in disguise – a chance to deepen their bond and strengthen their relationship as a couple, and a chance to spend time with their children as a family. For...
New Tax Law in Our Future?
October 2020
Plan Now: Gift, Estate and Generation-Skipping Transfer Tax Exemptions May be Reduced Next Year New Tax Law in Our Future?...
Some “Dos” and “Don’ts” If You are Planning with Your Clients’ Florida Homesteads in 2020 (PDF)
August 2020
Practitioners who represent third parties and wish to challenge the jurisdiction of the probate court as it relates to an invalid homestead order after the probate proceedings have concluded often find themselves prevented...