Estate PlanningProbate and TrustUncategorized Navigating the Risks of “Simple” Joint Revocable Trusts Attorney Rachel Barlow, Shareholder at The Diamond Law Firm, P.A. and Board Certified by The…Rachel Barlow03.16.26
Estate PlanningProbate and Trust New Year, New Peace of Mind: Florida Estate Planning in 2026 The new year brings a natural opportunity to revisit your family’s priorities and goals. For…Marguerite Mills01.21.26
Estate PlanningTax Planning New Tax Court Ruling on Spousal Portability: Lessons from the Rowland Case The United States Tax Court recently issued a decision that estate planners and taxpayers alike…Rachel Barlow10.07.25
Estate PlanningTax Planning Tax Law Update: Permanent Increase in Estate and Gift Tax Lifetime Exclusion for 2025 and Later Years A major shift in estate and gift tax rules has just taken effect with the…Rachel Barlow07.10.25
Estate PlanningUncategorized Choosing a Fiduciary For Your Estate Plan It is important to carefully select a fiduciary when structuring your estate plan. A fiduciary…Rachel Barlow05.05.25
GuardianshipLegal Practical Advice for Fiduciaries Practical Advice for Fiduciaries Serving as an Agent Under a Durable Power of Attorney or…Rachel Barlow03.03.25
Estate PlanningTax Planning Understanding the Changes in Federal Gift and Estate Tax Exemptions for 2025 The federal gift and estate tax exemptions, along with annual exclusion amounts, are key considerations…Rachel Barlow01.09.25
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