Boca Raton, FL
Estate planning Lawyer at Boca Raton, FL
Practice Areas: Estate Planning, Trusts, Tax
Effective for tax years beginning after 2009, Congress has removed the adjusted gross income-based restrictions on conversions from a traditional IRA to a Roth IRA. This will allow individuals with bal...
See Full GuideDetermine Which Expenses are Personal and Which are Business Use. All of the expenses must be allocated between business use and nondeductible personal use. Use of an automobile for commuting to and ...
See Full GuideUnderstand the History The "repeal" of the federal estate tax in 2010 is one step in a larger scheme enacted by Congress in 2001 which gradually increased the estate tax and generation skipping trans...
See Full GuideConsider the Possibility of Your Incapacity at Some Point in the Future The first major benefit achieved by creating a revocable living trust is the establishment of a mechanism to provide for your i...
See Full GuideUnderstand the Issues Creating a durable power of attorney ensures that someone you trust (usually called your "agent" or your "attorney-in-fact") will be on hand to manage the many financial tasks t...
See Full GuideAddress emotional concerns so that estate planning issues may be resolved Despite the importance of addressing the estate planning needs and concerns of a remarrying couple, the issues are often avoi...
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