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Can I Avoid Taxes when I Inherit?

Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in, unless an estate exceeds $11.7 million. The Biden administration has proposed lowering the exemption, but even that proposal wouldn’t affect estates valued at less than about $6 million.
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Can I Use a Roth IRA in Estate Planning?

Roth IRAs and Roth IRA conversions have received a lot of press recently. Between the various tax proposals that have been floating around Congress and normal year-end tax planning strategies, Roth IRAs are a popular topic.
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Will My Social Security Benefits Be Taxed?

Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?
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Do I Need More than a Will?

You should be aware of what a will can’t or shouldn’t do.
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When Should a Trust Be Reviewed?

Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
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Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?
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How Do You Split an Estate in a Blended Family?

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
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How Important Is an Estate Plan?

Every individual needs some form of an estate plan to protect their wishes and loved ones. Your estate consists of everything that you own (aka your assets), and although death may seem far away, it is never too soon to get your estate plan in order.
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Who Should I Name as Trustee?

You created your revocable living trust to hold your assets. You did so because of the probate avoidance and other benefits. You may have included sophisticated tax-planning provisions in your trust.
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Why Naming Beneficiaries Is Important to Your Estate Plan

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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800 Village Square Crossing 
Palm Beach Gardens, FL 33410
561-402-7060

Hablamos Español!

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