Dan Sullivan, founder of the Strategic Coach program, says that “so long as you can write a check to solve a problem, it’s not a
A concern many of my clients have is protecting the inheritance they leave their children from divorce. Today I’ll outline the issues that a good
One of the most overlooked aspect to estate planning is income tax planning for your beneficiaries, whether those include a surviving spouse, children, or grandchildren.
The proposed federal tax legislation reduces our gift/estate/generation skipping transfer tax exemptions from the present $11.7 million to approximately $6 million. Even if the legislation
In my last column I reviewed how the proposed tax legislation treats Intentionally Defective Grantor Trusts (IDGTs) as being owned by the grantor at his
My clients have asked me why the proposed federal tax legislation wants to eliminate grantor trust strategies, so I thought I’d address that in today’s
Florida has always had a “slayer statute” that denies a beneficiary who intentionally kills someone from benefiting from the victim’s estate. Consequently, if Johnny kills
In our efforts to keep you up to date, here’s a synopsis of President Biden’s tax proposal that arises from the House Ways and Means
Before I begin this week’s column, the new proposed tax legislation was introduced into the House Ways and Means Committee. I wrote a white-paper on
My father-in-law, Ronald, is a pack rat. He and my mother-in-law can’t park their cars in the garage of their condominium because of all his
Secure your legacy and build a comprehensive estate plan
tailored to your unique needs.
This website has been prepared by Sheppard Law Firm for informational purposes only and does not constitute legal advice. The information is not provided in the course of an attorney-client relationship and is not intended to substitute for legal advice from an attorney licensed in your jurisdiction.
The information contained in this website is provided only as general information, which may or may not reflect the most current legal developments. This website occasionally contains links to other web pages. The inclusion of such links, however, does not constitute referrals or endorsements of the linked entities. Sheppard, Brett, Stewart, Hersch, Kinsey & Hill, P.A. specifically disclaims any responsibility for positions taken by users in their individual cases or for any misunderstanding on the part of users of this website or any linked websites.
The hiring of a lawyer is an important decision that should not be based solely upon advertisements. Before making your decision ask us to send you free written information about the qualifications and experience of our attorneys. Note that our firm does not intend to treat such correspondence as confidential nor should any confidential information be disclosed through this website. Any information provided through this website could be used in the future against the contributor.
