by Howard C. Stross | Dec 29, 2022 | Estate Planning, Probate, Trust Administration
An estate plan will benefit your unique situation and address your specific concerns. When reviewing your situation, remember the situations below, any of which is reason alone to create or update your estate plan: You have or plan to have minor children. What is your...
by Howard C. Stross | Jun 29, 2020 | Asset Protection, Estate Planning, Trust Administration
Increasing Longevity and Its Effect on Estate Planning and Retirement Planning In the 1970s, Logan’s Run debuted; it was a movie showing a solution to a society’s problems with overcrowding was to end each person’s life at 30 years of age. Not only is this world not...
by Howard C. Stross | Mar 5, 2020 | Estate Planning, Trust Administration
What is Sweetheart Estate Planning? Most married couples today need not plan for the payment of federal estate taxes. In 2020, federal estate tax is only imposed on a deceased person’s estate if its value exceeds $11,580,000. With proper planning, a married...
by Howard C. Stross | Jan 10, 2019 | Estate Planning, Trust Administration
Florida is the number one choice among retirees to call home. Many of our transplants may not want to change the professional relationships they have established over many years. With estate planning, that is a mistake. Just because a person’s estate planning...
by Howard C. Stross | May 25, 2018 | Estate Planning, Trust Administration
When is the Power of Attorney Effective? In Florida, a power of attorney signed after October 1, 2011, is effective immediately. This means you do not have to be incapacitated for your agent to act on your behalf. This can be helpful if you are out of town for an...
by Howard C. Stross | Mar 16, 2018 | Estate Planning, Trust Administration
As lawyers who offer estate planning services, sometimes a potential client will ask if they really must use a lawyer to help plan their estate. With the availability of internet searches, a person shouldn’t need a lawyer, right? No, You Are Not Required to Use An...
