Posts in Tax Planning

Sep 09 When Does it Make Sense to Relocate for Tax Purposes?

With the pandemic still looming over our lives, many people have been spending time considering what they want to do with their ...

Jun 08 What’s the Difference between Revocable and Irrevocable Trusts?

A trust is an estate planning tool that you might discuss with an experienced estate planning attorney, beyond drafting a last ...

Jun 01 Should I Give My Kid the House Now or Leave It to Him in My Will?

Transferring your house to your children while you’re alive may avoid probate, the court process that otherwise follows death. ...

Oct 09 The Future of Medicare and Social Security

The Future of Medicare and Social Security: We have all heard the dire predictions the Medicare and Social Security programs will ...

Aug 29 Times Are Tough: Could Your Children Use Some Money Now?

In these tough economic times, those parents who have buttoned up their Florida estate plan to leave everything to their children ...

Aug 26 5 Things to Know to Reduce Tax on Capital Gains

Although it is often said that nothing is certain except death and taxes, the one tax you may be able to avoid or minimize most ...