Tax Planning New Planning Opportunity for 529 Plans: Future Rollovers to Roth IRA Beginning in 2024, recent legislation (known as SECURE Act 2.0) will allow the beneficiary of…Rachel Barlow10.23.23
Estate PlanningTax Planning Sharing is Caring: How a Married Couple Can Save Estate Taxes With Portability Some duos were just made for each other – Simon and Garfunkel, Batman and Robin,…Rachel Barlow08.25.23
Estate Planning The Importance of Estate Planning for LGBTQIA+ Individuals and Families In honor of pride month, our firm is discussing the importance of estate planning for LGBTQIA+…Rachel Barlow06.30.23
Estate PlanningTax Planning Estate Tax Returns: The Basics The federal government imposes a tax on the transfer of an individual’s wealth during lifetime…Rachel Barlow05.02.23
Estate PlanningGuardianshipLegal Planning for the Care of Your Minor Children If you Become Incapacitated Many parents are familiar with designating guardians in their Will to care for their minor…Rachel Barlow06.18.21
LegalTax Planning In-Depth Discussion Of The Relief To Taxpayers With Retirement Accounts Under The CARES Act Rachel Oliver of the Diamond Law Firm recently prepared a video for the Florida Bar’s…Rachel Barlow05.14.20
Estate PlanningLegalTax Planning Relief for Taxpayers with Retirement Accounts Under the CARES Act On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (the "CARES Act")…Rachel Barlow04.29.20
Estate PlanningLegalNews Pending Changes to Rules for Inherited IRAs: The Secure Act The U.S. House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act…Rachel Barlow08.23.19