Blog Posts in 2016

Generations Newsletter Fall 2016

The Fall 2016 edition of our firm's Generations Newsletter focused on Real Estate. For example, Florida "Homestead" is a fabulous benefit in so many ways including asset protection, real estate tax savings, and protection for minors and spouses upon one's death. Click on the link below to view the full newsletter and read many timely and informative articles. http://conta.cc/2fYQqKS

Planning Now to Give Later

Recent feature published in the Community Foundation of Collier County's annual report "Connector 2016" http://www.cfcollier.org/wp-content/uploads/2017/01/Community-Foundation-of-Collier-County-Connector-reduced-size.pdf

Total Return Unitrust Promotes Smooth Sailing

Imagine sailing a beautiful sailboat without a rudder. The captain may end up sailing in a circle, or worse, sailing directly into a storm. When it comes to drafting trusts, it is essential that your Trustee (Manager) has clear instructions (i.e., a rudder) on how to manage investments and make distributions from the trust. We suggest that you consider using a Total Return Trust with Unitrust ...

To Fund or Not To Fund Your Revocable Trust - That is the Question

As estate planning attorneys, for years we created revocable trusts for clients and generally recommended the use of trusts to hold assets for the further benefit of the surviving spouse as well as children and more remote descendants. However, with recent changes in the federal estate tax law, including an estate tax rate of 40%, a federal exemption to $5,450,000 for 2016 and the addition of ...