Digital Assets

What happens to our digital assets upon our death or disability? Is it valuable to us? Do others we trust have access to it? What should we be doing to protect and preserve it for our family? As our use of on-line resources and their value to us increase, it becomes even more important to plan for the possibility of our disability or certainty of

By |April 4th, 2018|Categories: Uncategorized|Comments Off on Digital Assets

Estate Planning – thinking about long term care and Medicaid

Estate Planning isn’t just about “later” - It’s not just an Emergency Plan for your Loved Ones after your death. What about “NOW”? What provisions and instructions and protections have you included in the event of your disability? Who should have authority to act on your behalf? What should they do? What are your instructions ? Do you have a Will or a Trust? Is

By |March 8th, 2018|Categories: Uncategorized|Comments Off on Estate Planning – thinking about long term care and Medicaid

2018 Gift Exclusion Update

The annual Federal Gift exclusion has been increased for 2018 to $15,000 for an individual and $30,000 for a married couple who split gifts. For lifetime gifts, the amount has now increased to $11,200,000 cumulatively per person and $22,400,000 for married couples. These same amounts apply to transfers at death but the surviving spouse does not automatically receive any of the unused exemption of a

By |February 14th, 2018|Categories: Uncategorized|Comments Off on 2018 Gift Exclusion Update

What is a durable power of attorney?

A durable power of attorney is a potent document that is used in estate planning to assist you your needs and goals. Generally, you, the “principal”, creates the durable power of attorney by appointing an “agent” (also called an “attorney-in-fact”) that has the authority to make legal decisions. It is incredibly important to pick an agent that is reliable and honest. In Florida, the power

By |January 24th, 2018|Categories: Uncategorized|Comments Off on What is a durable power of attorney?

New Tax Law

The new tax package has something for everyone in it. For our estate planning clients, it doubles the estate tax exemption from $5,490,000 to over $11,000,000 after the adjustment for inflation. Many of our clients did not have a concern about estate taxes before. This change helps even more of our clients transition their wealth to children on their death without the worry about estate

By |January 20th, 2018|Categories: Uncategorized|Comments Off on New Tax Law

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