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Florida Tax and Estate Planning and the CARES Act

While many portions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act focus on providing relief to businesses and employees, there are several provisions that apply to tax and estate planning as well. First, the CARES Act increases the ability to take charitable deductions on your income tax return. Starting in the 2020 tax Read More

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Preparing Your Estate Plan During the COVID-19 Pandemic

The continued spread of coronavirus has led more people to think about estate planning. This is certainly the case in Florida, where the state has topped 200 daily COVID-19 deaths on several occasions. For most people, an estate planning involves a will, a revocable trust, a durable power of appointment, a designation of health care Read More

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Understanding How COVID-19 May Have Affected the Value of Your Estate

The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be Read More

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