Boca Raton Estate Planning Blog
Below you will find our collection of articles, posts, and 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!
SECURE Act 2.0: Time to Rethink Your Retirement Planning
With the passage of the Setting Every Community Up for Retirement (SECURE) Act in 2019, the first major retirement-related piece of legislation...
How Organizing Your Asset Titles Can Protect Your Financial Legacy
Building your estate plan is about more than just having an attorney draw up a few documents. These documents are merely instruments to achieve a...
Legal Lexicon: What Is a Devise?
Every industry has a set of terms and phrases that industry insiders use to talk about their field. Some of these terms are actually useful, but...
Biden’s New Executive Order on Cryptocurrency & Digital Assets
Cryptocurrencies like Bitcoin and Ethereum continue to be a hot commodity. Between 2016 and November 2021, the total market capitalization of the...
What You Need to Know Before Tax Day 2022
It’s been quite a last couple years. Covid-19 has caused two years of turmoil, and the new conflict in Europe, which has already driven up oil and...
3 Common Estate Planning Pitfalls for Blended Families & Second Marriages
Blended families—that is, a family where at least one spouse has prior children—face a myriad of unique estate planning challenges. The exact...
Resolve to Plan: 10 Estate Planning Resolutions to Protect Your Financial Legacy
It’s a brand-new year, so if you haven’t thought about your estate plan in a while, now is the time to make a resolution to do so. Family dynamics...
Key Tax Planning Topics and Updates for 2022
Each year brings a number of changes or updates to key factors of estate and tax planning. New statutes go into effect, existing statutes expire,...
The True Cost of Estate Litigation Is Higher Than You Think
The role of an estate planning attorney and the cost of a comprehensive estate plan are perennial concerns for individuals and families from across...
Wealthy Individuals Worry about Leaving Too Much Money to Heirs, Do You?
It may sound like a ridiculous question, but can an inheritance be “too big”? The answer is a resounding “yes” according to a recent Motley Fool...