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!
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...
Is Your Estate Plan “Procrustean”?
I want to teach you a new word today. The word is: Procrustean. In order to learn what this word means, we need to know where it came from, so let's take a trip back to Ancient Greece! In Greek mythology, there is a roguish character named...
How Will Bernie’s Proposed Estate and Gift Tax Bill Impact You?
On March 25, the Senate Budget Committee Chairman, Bernie Sanders, formally proposed the “For the 99.5% Act” that would make consequential changes to the current estate and gift tax system. The bill was co-sponsored by Democratic Senators Kirsten...
Business Succession and Estate Planning for Franchise Owners
Owning and operating a business is intrinsic to the American Dream. However, many people shy away from the risks involved in starting a business. Instead, they will consider buying into a franchised operation because they think the proven business...