Blogs
Blogs
Spring Break Checklist
After a winter full of cold snaps many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at...
The Deceased Spouse’s Unused Exemption Amount: a Spouse’s Final Gift
Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer Relief, Unemployment Insurance Reauthorization, and Job Creation Act and...
Retirement Planning Update
Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your...
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust,...
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Mentors can have a huge positive impact on a young person’s life by sharing the wisdom,...
Only One-Third of Americans Have an Estate Plan, D.A. Davidson Survey Finds
*Originally published October 17, 2022 in the The Wealth Advisor (Business Wire) - D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have to sit idly by while it happens. Here are...
Hurricane Ian Tax Relief
Written By: Ken Crotty, J.D., LL.M. On September 29, 2022, the Federal Emergency Management Agency (“FEMA”) declared a major disaster in the state of Florida, affecting all 67 counties. As a result of the disaster declaration, the IRS announced that certain...
Will Your Trusted Decision Maker Be a Hero or Villain
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla...
Spring Break Checklist
After a winter full of cold snaps many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at...
The Deceased Spouse’s Unused Exemption Amount: a Spouse’s Final Gift
Spouses often work together to build wealth for themselves and their children. Congress recognized this by enacting the gift and estate tax portability election as part of the 2010 Taxpayer Relief, Unemployment Insurance Reauthorization, and Job Creation Act and...
Retirement Planning Update
Although we are still in the midst of winter, spring is on its way. It is important to remember upcoming April deadlines for retirement contributions and required minimum distributions (RMDs), but there have also been some recent developments that may impact your...
New Business Succession Strategy: The Purpose Trust
The beginning of a new year is when many of us reflect on where we have been and what we would like to accomplish in the future. If you are a business owner, you may be tempted to succumb to the tyranny of the urgent and fail to take the time to consider the future of...
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to arrive too quickly, you will start to receive important tax documents by January 31. Whether you are filing as an individual or administering an estate or trust,...
January Is National Mentoring Month: Three Creative Ways to Use the Estate Planning Process to Be a Mentor
Celebrate National Mentoring Month this January by becoming a mentor to the people in your life who have less life experience, whether they are your children or other loved ones. Mentors can have a huge positive impact on a young person’s life by sharing the wisdom,...
Only One-Third of Americans Have an Estate Plan, D.A. Davidson Survey Finds
*Originally published October 17, 2022 in the The Wealth Advisor (Business Wire) - D.A. Davidson & Co. today announced survey results revealing that only one in three (34%) adult Americans has an estate plan. Of those who do have an estate plan, 20% have not...
Tips to Defeat the New Bogeyman: Inflation
Surviving High Inflation With inflation at a forty-year high, the rising cost of living is affecting everyone. While you may feel some level of distress as you watch the steady decline in your purchasing power, you do not have to sit idly by while it happens. Here are...
Hurricane Ian Tax Relief
Written By: Ken Crotty, J.D., LL.M. On September 29, 2022, the Federal Emergency Management Agency (“FEMA”) declared a major disaster in the state of Florida, affecting all 67 counties. As a result of the disaster declaration, the IRS announced that certain...
Will Your Trusted Decision Maker Be a Hero or Villain
Failing to Appoint Trusted Decision Makers While Halloween, The Exorcist, or The Shining may top your list as some of the scariest horror films ever, I Care a Lot is the stuff of real-life nightmares. The movie I Care a Lot tells the story of a con artist named Marla...
Spring Break Checklist
After a winter full of cold snaps many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at...
Contact Us
Phone
Address
3700 South Conway Road, Suite 100
Orlando, FL 32812
Spring Break Checklist
After a winter full of cold snaps many of us—from the young and to the more mature—are ready to make plans for spring break. Here are a few important reminders, whether you plan to travel to take advantage of warmer weather by traveling or enjoy your spring break at...
Contact Us
Phone
Address
3700 South Conway Road, Suite 100
Orlando, FL 32812