Tax and Estate Planning for Business Owners

Tax and Estate Planning for Business Owners (pdf)

Estate Planning Fundamentals (2023) (pdf)

Planning for the 2023 Increase in Estate, Gift, and GST Tax Exemption (pdf)

Fiduciary Duties and Responsibilities - What to Know When Serving as Trustee or Executor (pdf)

Florida Community Property Trust Act - Double Basis or Double Trouble (pdf)

Qualified Personal Residence Trust (QPRT) - Freezing the Summer Home (pdf)

Spousal Lifetime Access Trust (SLAT) - A Perfect Opportunity (pdf)

UPDATE - Proposed Estate and Tax Law Changes (pdf)

Dynasty Trusts - Preserve Your Legacy (pdf)

Qualified Disclaimers - Thanks, but No Thanks! (pdf)

Donor Advised Fund vs Private Foundation - Finding the Best Way to Give (pdf)

Phantom Stock Plans - Incentivizing Key Employees with Golden Handcuffs (pdf)

Establishing Florida Residency - Taking Advantage of Sunshine State Law (pdf)

Revocable Trusts - Privacy and Protection for You and Your Family (pdf)

Ancillary Estate Planning Documents (pdf)

The Biden Effect on Estate Planning (pdf)

Business Succession Planning - Secure Your Family's Future (pdf)

Florida Homestead Portability - Save Your Homestead Exemption (pdf)

Electronic Execution of Estate Planning Documents - A New Way to Create Your Plan (pdf)

Irrevocable Life Insurance Trusts - Ensuring Your Insurance is 100% Tax Free (pdf)

Modifying Irrevocable Trusts- Yes, It Can Be Done (pdf)

Profits Interests - LLC Equity Incentive for K (pdf)

Limited Liability Company Conversions - Taking (pdf)

Trust Planning Under the SECURE Act - It's Time to Review Your Estate Plan (pdf)

Backdoor Roth IRA - An IRS Sanctioned Loophole (pdf)

Lifetime QTIP Trust - You Can Teach an Old Dog New Tricks (pdf)

Rolling GRATs - Perpetual Estate Tax Savings (pdf)

Trust Protectors - Ensuring the Future of Your Trust (pdf)

Ohio Legacy Trusts - Hang on To Your Buckeyes (pdf)

Insurance Backed Buy-Sell Agreements - Leaving a Legacy Through Your Business (pdf)

LLCs and Charging Order Protection - Why Single Member LLCs Are Not Always Enough (pdf)

Family Limited Liability Company (FLLC) - Have Your Cake and Eat it Too (pdf)

Tenancy by the Entirety - A Trap for the Unwary (pdf)

Florida Land Trusts - When Privacy Matters (pdf)

Probate in Florida - What You Need to Know (pdf)

Retirement Benefit Planning - Protect Your Nestegg (pdf)

End of Life Planning Checklist (pdf)

Post-Mortem Checklist (pdf)

Estate Planning Questionnaire (Single Individual) (pdf)

Estate Planning Questionnaire (Married) (Husband & Wife) (pdf)

Estate Planning Questionnaire (Married) (Client & Spouse) (pdf)

Probate Questionnaire (pdf)

LLC Formation Questionnaire (fillable) (pdf)

Designation of Health Care Surrogate (pdf)

Living Will (pdf)