Making the Most of Your End-of-Year Tax Planning

The presentation below outlines some of the most important tax policy proposals of the Joe Biden campaign. While not all of these proposals will be enacted, general themes emerge that families and individuals ought to consider when reviewing their estate and tax...

Estate Planning Strategies during an Election Year

This month on “Ask the Experts,” I dove into the current and potential future landscape of estate planning as we approach the November presidential election. Most importantly, I highlighted some of the proposed changes to the estate planning and tax laws...

Planning in light of the Coronavirus with Paul Labiner

As the COVID-19 pandemic continues to run rampant through Florida, there’s never been a more pressing time to think seriously about your estate planning options. You have the right to say how you want your estate to be managed and dispersed, but you have to plan...