by Howard C. Stross | Feb 14, 2024 | Asset Protection, Estate Planning, Trust Administration
What is Sweetheart Estate Planning? Most married couples today need not plan for the payment of federal estate taxes. For 2024, federal estate tax is only imposed on a deceased person’s estate if its value exceeds $13,610,000. With proper planning, a married... 
by Howard C. Stross | Sep 18, 2023 | Asset Protection, Estate Planning, Probate, Trust Administration
When it comes to estate planning in Florida, it’s essential to recognize that the strategies of the past might not provide the protection your estate needs in today’s complex world. While traditional estate planning tools like wills and beneficiary... 
by Howard C. Stross | Aug 31, 2023 | Asset Protection, Estate Planning, Trust Administration
When was the last time you reviewed your estate plan? Reviewing your estate plan regularly (as often as every two years) is important to be sure your wishes are followed. You must keep your beneficiary designations of your estate plan up to date. If you die and the... 
by Howard C. Stross | Dec 29, 2022 | Estate Planning, Probate, Trust Administration
An estate plan will benefit your unique situation and address your specific concerns. When reviewing your situation, remember the situations below, any of which is reason alone to create or update your estate plan: You have or plan to have minor children. What is your... by Howard C. Stross | Jun 29, 2020 | Asset Protection, Estate Planning, Trust Administration
Increasing Longevity and Its Effect on Estate Planning and Retirement Planning In the 1970s, Logan’s Run debuted; it was a movie showing a solution to a society’s problems with overcrowding was to end each person’s life at 30 years of age. Not only is this world not... by Howard C. Stross | Jan 10, 2019 | Estate Planning, Trust Administration
Florida is the number one choice among retirees to call home. Many of our transplants may not want to change the professional relationships they have established over many years. With estate planning, that is a mistake. Just because a person’s estate planning...
