As you may know, estate planning gives you the power to direct how your property and assets are managed in the event of death or incapacity. Although most people do not look forward to addressing end-of-life matters, they typically feel better once the tasks are...
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Estate Planning
The catch with current estate tax legislation
Under the Tax Cuts and Jobs Act of December 2017, the implications of federal taxes on estate planning may seem straightforward. The Act appears to favor all individuals under the extremely high-income threshold. However, there are important things to understand about...
Don’t overlook important tax issues in your estate plan
There's a popular saying that the only things certain in life are death and taxes. Estate planning exists at the uncomfortable intersection between those two inevitable life experiences. For most people creating an estate plan, the primary objectives are to structure...
Florida may not make your estate as safe from taxes as you think
Florida is known for being lenient when it comes to taxes, so you may think your estate will be in the clear when it comes time to read the will. But that’s not likely the case, as federal regulations could hit you hard if you’re not prepared. High-value estates can...
