Blog
Matthew Goodwin Recognized As 2020 Super Lawyer
We are thrilled to announce that Matthew Goodwin, Esq. has been named one of Super Lawyers’ 2020 Florida Rising Stars! Matt has been recognized as a “Top-Rated Real Estate Attorney in Naples, Florida,” by Super Lawyers for “Exhibiting Excellence in the Practice of...
Potential 1031 Exchange Extensions for Taxpayers Affected by Hurricane Irma
Taxpayers affected by Hurricane Irma may qualify for tax relief from the IRS. In response to the President’s declaration of a major disaster qualifying for assistance by FEMA in the State of Florida, the IRS has issued tax relief Notice FL-2017-04 (last updated...
IRS Announces Relief to those affected by Hurricane Irma
IN THE WAKE OF HURRICANE IRMA, THE IRS IS TAKING ACTION. Internal Revenue Code Announcement 2017-13 provides relief to victims of Hurricane Irma, which caused damage to Florida and several other areas. It permits easier access to victims’ funds held in workplace...
Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that misses one pretty significant consideration: the need to plan for long-term care. The last thing any of us want to contend with when a...
Got Stuff? George Carlin Says You Need An Estate Plan!
George Carlin would have been a great pitchman for estate planning. You may remember his stand-up routine on "stuff." We all have stuff, and we're pretty particular about our stuff. We move it around with us, it's hard for some of us to get rid of it, and some of us...
Top 2 Ways Courts Get Involved in Your Estate, and How to Avoid Them
Nobody wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there. Here are two of the most common ways court proceedings can make their way into the...
Your Quick Guide to Trump’s tax plan
Here's what you need to know about planning your estate under the incoming Trump administration and Republican-controlled Congress. For starters, Here are several of the proposed changes from Trump’s tax plan that we will potentially see rolling out during his...
NEW Studies show electronic health records routinely fail to give doctors access to advance directives.
All our estate planning clients receive a free membership in the DocuBank advance directives registry to make sure their advance directives are always available at the hospital. New studies prove the importance of this access. Two new studies show that ER doctors are...
Why Your Estate Planning Project Must Morph into a Process
Most, if not all, people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off your...
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too
Anyone who wants to leave a long-lasting financial legacy for their family needs more than a financial plan, which is only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s look...
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