How an Irrevocable Life Insurance Trust Can Be Used to Avoid the Estate Tax

With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding estate taxes. 

Senators Propose Sweeping Changes to the Taxation of Estates and Inherited Gains

Vermont senator Bernie Sanders has introduced legislation that would require more estates to pay estate tax and that raises the amounts they would pay. Another proposed law would eliminate the step-up in basis that inherited assets currently enjoy.  

So, You’ve Been Appointed Trustee of a Trust? Here Are 9 Do’s and 1 Don’t

By Susan P. Bakalar, Esq. and Raymond A. Piccin, Esq. Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them …

South Floridians harbor suspicions that support dogs are mostly pets

Article Courtesy of  The Sun Sentinel By Fred Grimm Published March 22, 2019   Life in South Florida engenders a certain skepticism. Perhaps, it comes from watching too many young women park Italian sports cars in handicap spaces, hang placards …