Trusts and Estates

New IRS Tax Laws Increase Many Trusts' Tax Bills

We recently discussed changes proposed in President Obama’s 2015 budget that would modify Estate and Gift Tax provisions established in the American Taxpayer Relief Act or ATRA, which was passed by Congress in 2013. The proposal, which would take effect in 2018, would restore the Estate, Gift, and Generation-Skipping Transfer (GST) tax rates and parameters…

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Exploring Myths & Misconceptions About Wills and Trusts

As much as we try to simplify the process for you, it can be difficult to sort through all the confusion about estate planning documents and the probate process. In an article posted on TCPalm.com, Florida Trust Attorney Robert D. Schwartz provides an insightful explanation of common misconceptions about wills and trusts. According to Schwartz,…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

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FREE Online Estate Planning Software

Free Estate Planning Software

Our FREE online estate planning software is an easy, efficient, flexible, and secure method of creating your estate plan. You can see exactly what your documents will look like, if you answered all of the questions properly and no customization is needed. Then, consult with your estate planning attorney before you finalize and execute your…

Read More