Boca Raton Estate Planning Blog
Below you will find our collection of articles, blog posts, and news stories on key aspects of estate planning law, wills and trusts, and generational wealth management here in Florida. 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!
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 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...
Planning Your Estate Early Saves Time, Money, & Heartache
This week on "Ask the Experts" I talk about a number of estate planning law topics that have been on my mind during the coronavirus pandemic. Above all, it's critical that you see to your end of life planning early, before you are forced to do it....
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...
Tax Court Denial of Conservation easement; Enforcement Developments – Wealth Strategies Journal
[ad_1] Tax Court Tentatively Disallows Conservation Easement Deduction Due to Omitted Required Basis Information The Tax Court disallowed a conservation easement charitable contribution deduction because the taxpayer’s return omitted the cost or...
Avoiding The 10-Year Rule For Conduit Trusts (Mar. 4, 2020) – Wealth Strategies Journal
[ad_1] The Kitces Report has published an article, by Jeffrey Levine. The Executive Summary is as follows: Passed in December of 2019, the SECURE Act brought several changes to the rules governing retirement accounts, the most significant of which...
Treasury Considers Delaying April 15 Tax Day Over Coronavirus – Wealth Strategies Journal
[ad_1] According to The NY Times and other news sources, the Treasury Department is considering delaying tax payments beyond the April 15 deadline, according to a person familiar with the plans, as taxpayers and the Internal Revenue Service brace...