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!
Tips for Establishing Florida Residency after Retiring
Florida has long been known as a mecca for retirees. In fact, earlier this year WalletHub ranked Florida #1 overall in “best state to retire.” Their...
Estate Planning Strategies for LGBTQ Couples
Given the explicit prejudice and discrimination against the LGBTQ community, estate planning concerns may not seem that urgent or significant....
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,...