Boca Raton Estate Planning Blog
Below you will find our collection of written articles, blog posts, and news stories on key aspects of estate planning law, wills and trusts, and generational wealth management here in Florida. But don’t forget to check out our video page as well!
We are here to discuss any of the issues you come across in greater detail and to help you get started with or revist your estate plan. Let us know how we can help you!
Planning for Bitcoin and Crypto Assets
Cryptocurrencies like Bitcoin and Ethereum (“crypto” for short) have seen a meteoric rise in popularity and value in the last few years. Bitcoin, for example, soared from around $8,000 in January 2020 to over $60,000 in March 2021. Currently, it is...
Key Provisions in the House’s New Tax Policy Proposal
Several tax policy proposals have been put forward this year (e.g. Senator Sanders’ “For the 99.5% Act”) that would increase taxes on high-income individuals to pay for President Biden’s two infrastructure bills: the bipartisan $1.2 trillion...
Can You Plan for an Unexpected Tragedy?
If you live in South Florida, you have no doubt heard about the tragic collapse of the Champlain Towers condominiums on June 24 that claimed 98 lives. Unlike, for example, the coronavirus, which has tended to hit older populations more harshly,...
3 New Tax Policy Proposals That Could Impact Your Estate Plan
A variety of significant tax proposals have been introduced in 2021 that may have tremendous bearing on your estate plan. There are three primary proposals thus far: “For the 99.5% Act” (Senator Bernie Sanders), “Sensible Taxation and Equity...
Who Will Inherit Your Digital Assets?
The last 15 or so years has been a sea change for how we go about our day-to-day lives. Many basic institutions have transitioned to digital-first or digital-only environments, including banks, investment platforms, and utilities companies. As more...
Remote Online Notarization of Wills Gets an Endorsement
When entire cities were forced to shut down last year, many people had to adapt to a new world without in-person services. This disruption hit virtually every business sector, including the practice of law, a notoriously analog industry, which now...
3 Dangerous Estate Planning Myths, Debunked
Every year individuals and families of all ages, education levels, and tax brackets make critical estate planning mistakes. These errors stem from a variety of sources, but three big ones are: Ever-changing laws and regulations, The human tendency...