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When it comes to estate planning, many individuals and families look for ways to reduce their tax liability while leaving a meaningful legacy. Charitable trusts have emerged as a powerful tool in charitable estate planning, offering substantial tax benefits while enabling donors to support causes they care about. In this blog, we’ll explore the key […]
What is the Tax Benefit for Charitable Trusts? Read More »
Have you heard that, this year, World Elder Abuse Awareness Day (WEADD) falls on June 15th? WEAAD was launched by the International Network for the Prevention of Elder Abuse and the World Health Organization at the United Nations. It’s purpose is to promote a better understanding of abuse and neglect of older persons by raising
3 Ways You Can Advocate for Elders at Risk This Month Read More »
Few things in life can be as important as helping others in need. Did you know that the government provides certain benefits for donors and charitable organizations to stimulate giving? There can also be benefits associated with leaving money to charity after you pass away. Let us take a look at three reasons to include
3 Reasons to Leave Money to a Charity in Your Estate Plan Read More »
Do you remember when Hurricane Isaias ravaged the East Coast in early August? It reportedly left at least five people dead. It also left countless injured and millions of people from North Carolina to New England without power, in the middle of a global pandemic. Even after all of this, the Atlantic hurricane season is
Hurricane Tips for Seniors During a Pandemic Read More »
We are Miami estate planning attorneys. As such, we do so much more than help our clients transfer their assets to their family at the time of their passing. While this is a critical function that we provide, perhaps, more importantly, we work with each of our clients to ensure that they are protected during
Our Office is Exercising Safe Practices So You have the Miami Estate Planning You Need Read More »
Last year, Congress passed the Setting Every Community Up for Retirement Enhancement Act of 2019, or the SECURE Act, as a way of expanding access to tax-qualified retirement accounts like 401ks and IRAs, among other reforms. Certain tweaks were good for retirement account holders, such as increasing the age of mandatory withdrawals, or required minimum