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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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...
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...
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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 having one at all. Unfortunately, on top of the 30–40% of Americans who do not have an estate plan,...
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...