Revocable lifetime ("living") Trust Advantages
Aug 26, 2011
A revocable living trust offers a number of estate planning advantages over dispositions under the terms of the estate owner's will in Florida (and in many states). These advantages are listed below:
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Gifting in Low Interest Rate Environment
Aug 24, 2011
While the economy seems to be heading towards a recession and investment opportunities seem to be diminishing, the reduction in interest rates presents some estate planning opportunities for individual...
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Reasons to Revisit Your Estate Plan
May 27, 2011
Good Reasons to Revisit Your Estate Plan
It's time to update your estate planning documents if you have experienced a big change in your life. Your estate plan should be tailored to your current ...
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Florida Estate Planning - Reviewing Your Estate Plan When Changing Residence to Florida
Feb 16, 2011
If you are relocating to Florida you should review the peculiarities of Florida law with a qualified Florida estate planner in order to determine the appropriateness of your current estate plan. Althou...
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Estate, Gift & GST Tax through 2012
Feb 01, 2011
This legal guide will provide a simple list of the Estate, Gift & GST Tax Amounts through 2012...
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2010 -Ten Year End Estate Planning Techniques
Oct 27, 2010
1. Use It or Lose It -- Use Your Annual ExclusionThe annual gift tax exclusion amount is the amount each person can gift to any number of recipients without a gift tax consequence. This amount is $13,0...
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The Trustee's and Beneficiary's Guide to Florida Trust Accountings
Sep 22, 2010
The Trustee's and Beneficiary's Guide to Florida Trust Accountings
Under Florida's trust laws, generally, the Trustee of an irrevocable trust is required to keep beneficiaries of the t...
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