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Our Firm
Our Attorneys
Edward E. Wollman
David R. Pash
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Edward V. Smith
Patrick Courville
Gregory F. Szot
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Blog
15
Mar
2023
Planning to Avoid Probate? Read this first
Probate avoidance, or reducing the necessity to have your estate administered in the probate court, is a small part of estate administration. This article will address some of the major misconceptions about estate planning and, in particular, avoiding probate. Misconceptions of Probate Avoidance “If I avoid probate, I will not have any expenses when I die.” FALSE - As discussed below, you will ...
Posted By
Edward E. Wollman, J.D., LL.M., Board Certified Wills, Trusts & Estates
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12
Mar
2023
Portability: A Time-Sensitive Estate Tax Planning Tool for Couples With Potential Taxable Estates
This article was featured in the Naples Daily News Estate Planning Council Supplement on March 12, 2023 When a United States citizen or resident dies, if the decedent’s estate exceeds a certain threshold amount, the estate is required to file a Form 706 Estate and (Generation-Skipping Transfer) Tax Return. This threshold amount, the Basic Exclusion Amount, is $12,920,000 for the year 2023. Even if ...
Posted By
Patrick Courville, JD and Edward E. Wollman, JD, LLM, Board Certified Wills, Trusts and Estate Attorney
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10
Jan
2023
SECURE Act 2.0 Highlights
SECURE Act. 2.0 was signed into law on December 29, 2022, but some of the changes it makes to the operation of retirement accounts will take effect over the next few years. Major changes include: The age at which a person must start taking Required Minimum Distributions (RMD) from his or her retirement account will be increased in the year 2023 from 72 to 73. Starting in the year 2033, the age at ...
Posted By
Patrick Courville, J.D., Partner
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21
Nov
2022
11 Year-End Tax Tips & So Much More
The following is our checklist of year-end tax strategy items and matters we believe you should consider addressing between now and the year’s end. Many of these helpful tips require a discussion with your financial and tax advisors, and we are available to collaborate. Before we begin, remember that your CPA and financial advisor have invaluable information that is a simple phone call away, be ...
Posted By
Edward E. Wollman, J.D., LL.M., C.A.P.
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