Estate Planning Articles
Attorneys Cynthia Hurley and Kimberly Loveland attended the 58th Annual Heckerling Institute on Estate Planning. The event was sponsored by the University of Miami School of Law from January 8th…
Read MoreA crucial part of any estate plan is the regular review of the beneficiaries listed on assets, and recent law changes require careful consideration when naming beneficiaries on assets such…
Read MoreA new bill was recently passed into law at the end of 2022. The Securing a Strong Retirement Act of 2022 – often referred to as “SECURE 2.0” has new…
Read MoreEvery year the IRS adjusts the amounts exempt from federal estate and gift taxes. The numbers have been released for 2023. Gift and Estate Tax Exemption: This unified credit is…
Read MoreMany people do not realize that when it comes to incapacity there is no default plan. In general, when someone is no longer able to manage their financial and medical…
Read MoreThe number of Americans living together as unmarried partners is on the rise. As reported by the U.S. Census Bureau in 2019, more adults are delaying marriage or forgoing it…
Read MoreIn previous articles, we have talked a lot about the importance and the process of estate planning. If you are unfamiliar with the term, estate planning is the preparation of…
Read MoreWhen most people think of estate planning, they are either not sure what it includes or believe it is just creating a will, but this is not the case. Estate…
Read MoreUnderstanding the types of Power of Attorney and the role each one serves can be quite confusing at times. A power of attorney is a legal document that allows you…
Read MoreIt’s time to take control of your finances and business. Estate and business planning are about taking control of your situation. You have worked hard to cultivate your business. Now…
Read MoreMost soon-to-be newlyweds are busy planning all the fun details of their special day. One important detail they may not be thinking of, however, is preparing a marital agreement. There…
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