Tag: Estate Planning Attorney

5 Things to Consider When Planning Your Estate

Estate Planning ranks pretty high on the list of important life responsibilities. Often, it is not the most popular of chores causing many people to think about their mortality, but it is most certainly necessary to achieve peace of mind that your affairs are in order when you are no longer here. So, what do […]

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The SECURE 2.0 Act and Your Florida Estate Plan

The SECURE 2.0 Act, signed into law by President Biden as part of the Consolidated Appropriations Act of 2023, brings significant changes to retirement plans such as 401(k), 403(b), Individual Retirement Accounts (IRAs), and Roth accounts. The new SECURE 2.0 Act builds upon the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” […]

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