Blog Topics

Significant [Temporary] Changes in the New Tax Law

March 16, 2018

The Tax Cuts and Jobs Act (TCJA) represents the most comprehensive reform of the U.S. tax code in over thirty years and includes significant changes which will likely impact your estate plan. Some of the significant changes include the following: …

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When There is a Will, There is a Way to Dispose of Your Estate

March 1, 2018

A Last Will and Testament (often referred to as a “will”) should be included in every estate plan. A will details the disposition of your estate upon your death. Most people understand the basic need for a will, especially since …

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Hurricanes & The Vulnerable: What Have We Learned?

January 1, 2018

Hurricane Harvey caused devastation in Texas.  We all saw video of seniors in a nursing home sitting in filthy water midway up their wheelchairs. Hurricane Irma caused devastation in Florida and throughout the southeastern USA.  We all saw video and …

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November 1, 2017

Estate planning is not a trending topic for millennials. It is not popular to plan your death when you think you are young and invincible. You may be starting college, your career, or even a family. Why would you want …

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Designating a Beneficiary of your IRA

September 1, 2017

The IRS does not allow you to keep retirement funds in a tax-deferred retirement account forever. When you reach 70½ years of age, you must start taking required minimum distributions (“RMD”) from your individual retirement account or qualified plan. The …

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The Florida Treasure Hunt

July 1, 2017

Have you ever gone on a treasure hunt? Long gone are the days when you need to go on an adventure to discover lost property. Now, you can simply search a website run by the Florida Division of Unclaimed Property …

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Special Needs Trusts: A Primer – Let Me Count the Ways

May 1, 2017

Arlene Lakin, Esq. Florida Bar Board Certified Elder Law Attorney For those of you who remember, or those who do not remember, back in the ‘50’s and ‘60’s, the late comedian Jackie Gleason hosted a TV show with his favorite …

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Porting Your Homestead

March 1, 2017

Property values in Florida are on the rise. From June of 2015 through June of 2016, the price of homes increased by 7% in the State of Florida. A 6.8% increase is projected again by June of 2017. Because property …

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When a Valid Power of Attorney is Rejected

January 1, 2017

We recently had an issue with a bank refusing to accept a durable power of attorney prepared for a client by our firm. In 2015, the client properly executed the durable power of attorney designating her two daughters to serve …

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Dynasty Trusts: Leaving a Lasting Legacy for Loved Ones

November 1, 2016

Nothing is certain in life except death and taxes. However, strategic estate planning can dramatically decrease any taxes due at the time of your death. Historically, wealthy individuals and families have used dynasty trusts to protect and preserve their fortune …

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