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!
Most Popular
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2022 “Dirty Dozen” Tax Fraud Scams
Collectively, Americans lose millions of dollars and troves of invaluable personal data to scams. Tax season, in particular, is prime time for scammers, fraudsters, and those looking to make a quick buck at someone else’s expense. Scams are...
Big Adjustments to Tax Rates, Exemptions, and Retirement Benefits in 2023
Every year the IRS and similar agencies make adjustments to important figures based on inflation. Given the high level of inflation at the moment, these updates may be larger than normal in 2023. It is important to stay apprised of these...
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Legal Lexicon: What Does “Per Stirpes” Mean?
In every field there are words and phrases that will be foreign to industry outsiders. This is especially true of the legal world. Some words are unintelligible because they are professional terms of art with meanings that differ from the word’s...
You Are Thinking about Estate Plan Maintenance All Wrong
If I’ve said it once, I’ve said it a thousand times: Reviewing and revising your estate plan is important. In fact, it's almost as important as...
Cut Your Estate Tax Bill by 40% with the New and Improved Portability Election
The federal estate and gift tax exemption is historically high—$12,060,000 per person for 2022. This number will adjust for inflation through 2025,...
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...