Estate PlanningProbate and TrustUncategorized Beware of the Allure of Simplicity: How POD Accounts Can Help or Hurt Your Estate Plan An essential part of any estate plan is ensuring that your assets are transferred to…Marguerite Mills09.09.24
Estate PlanningUncategorized Protect Your College-Bound Child: The Importance of Advance Directives for Your Adult Child College Prep Checklist: Don’t forget advance directives for your adult child It’s that time of…Marguerite Mills09.03.24
Estate PlanningNews Why Estate Planning Matters: Insights from Caring.com’s 2024 Wills Survey In the hustle and bustle of everyday life, it's easy to overlook estate planning. However,…The Diamond Law Firm08.07.24
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 PlanningUncategorized Danger Will Robinson! The Many Pitfalls of Do-It-Yourself Estate Planning If you Google “estate planning forms” you will find options for Do-It-Yourself Wills. Some people…The Diamond Law Firm05.24.23
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 PlanningUncategorized Who Needs to Sign My Will? Compared to other states, Florida has stringent requirements for signing a Will. A valid will…The Diamond Law Firm02.08.23
Estate PlanningTax Planning No Gift Tax on Direct Payment of Educational & Medical Expenses jacksonstr.com/cialis-4274.htmlIn October, we published a blog post about this year’s increase in the estate and…The Diamond Law Firm02.02.23