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IRS Issues Proposed Regulations That Will Severely Impact Discounts for Gifting to Family

Discounts for gifts of closely held business interests to family members may be significantly restricted soon. The Internal Revenue Service has issued new Proposed Regulations on August 2, 2016 that would eliminate discounts...more

So you won the powerball, now what?

Three people today won the 1.6 billion dollar powerball drawing. One ticket was bought in Melbourne Florida. If you are the winner what should you do before claiming the ticket. First, call your lawyer, financial advisor and...more

Same-Sex Marriage or Domestic Partnership

The U.S. Supreme Court recently issued a decision in Obergefell vs. Hodges which held that States cannot keep same-sex couples from obtaining a license to marry and must recognize same-sex marriages from other states. The...more

The ABC’s of Estate Planning

What are the “ABC’s” of estate planning? Over the next few weeks we will discuss some simple but important concepts as we discuss the “ABCs” of estate planning. Today we will discuss “A” and “B”....more

Same Sex Couples Now Have Options

Before yesterday, when I prepared estate planning documents for same-sex couples there was a quagmire of issues that had to be addressed, since the State of Florida did not recognize same-sex marriages. As of yesterday, all...more

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