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Latest Blog Posts

Time Running Out for 2014 Tax Extensions

Posted on: December 23rd, 2014
With less than two weeks remaining in the 2014 tax year, Congress passed several tax extensions. Taxpayers only have a few days to take advantage of these tax breaks before they are expire again. ...

Tax Preparation for Inherited IRAs

Posted on: December 21st, 2014
Non-spousal inheritances of Individual Retirement Accounts present a few tax challenges. Spouses have the option of a spousal rollover, often deferring taxes and distribution requirements. For non-spousal beneficiaries, extended tax-deferred growth of the assets is not as simple....

Wrap a 529 College Savings Plan as a Holiday Gift

Posted on: December 19th, 2014
The average tuition at a private university in the United States was $30,094 for the 2013-2014 school year, according to the College Board. The amount will be considerably higher when today’s children reach their college years. Instead of giving traditional holiday gifts for kids, set up or contribute to a child’s 529 College Savings Plan....

5 Tax Moves Before the End of the 2014 Tax Year

Posted on: December 16th, 2014
Several federal and state-level tax laws changed this year and others will change in the New Year. Here are a few items to address with your tax attorney...

When is a Trust Protector Replacement Invalid?

Posted on: December 15th, 2014
Our trust attorneys reviewed how trustees can be removed and replaced in an earlier post—a procedure that might be expedited by the powers of a Trust Protector—and now a recent court case has brought attention to another matter: Replacing a Trust Protector...

Creditor Claims on Florida Estates

Posted on: December 14th, 2014
Every state has legislation addressing deadlines for creditor claims in an estate. What happens with creditor claims made post-deadline?...


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