by designonetest | Dec 30, 2015 | Estate Administration, Estate Planning, retirement planning, Uncategorized
You have read tons of information this year and often some of the most important information can be overlooked, or requires a 2nd or 3rd take before sinking in. In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year: 5...
by designonetest | Dec 6, 2015 | Uncategorized
As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer Relief Act of 2012...
by designonetest | Aug 21, 2015 | Uncategorized
Matthew Goodwin is an estate planning attorney in Naples, Florida who provides services for clients throughout the state. One goal of estate planning is to avoid the time and expense of a probate proceeding. One common way to avoid probate of real estate after the...
by designonetest | Aug 12, 2015 | Uncategorized
Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while recent widows and widowers need to...
