Tax Planning Articles

58th Annual Heckerling Institute on Estate Planning

January 16, 2024

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…

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Reviewing Beneficiary Designations

April 13, 2023

A 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…

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Key Provisions of the new SECURE 2.0 Act

March 17, 2023

A 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…

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Step Up in Basis – Why is it important?

February 27, 2023

The IRS allows a major benefit on the death of individual called a “step-up” in basis, which can save beneficiaries of an asset significant amounts of income tax on capital…

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Gift Tax Explained

November 3, 2021

I encounter many people who don’t understand the rules of the gift tax and even more who have never even heard of a gift tax. Here are the basics of…

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How a Change in Tax Laws Can Affect Your Estate Plan

July 14, 2021

There haven’t been any changes…yet. However, there are two proposals on the horizon receiving a lot of attention. Here’s a quick review: Lowering the Estate Tax Exemption Currently, you are…

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