by Haimo Law | Aug 30, 2013 | Family Issues, Same Sex Estate Planning
Victory! Married Same-Sex Couples Gain Equal Tax Benefits Two months after the Defense of Marriage Act was struck down, the Treasury department ruled that legally married same-sex couples will be characterized as married for federal tax purposes. This decision is...
by Haimo Law | Aug 5, 2013 | Digital Assets
Digital Assets in the Estate Planning Universe August 5, 2013 (slightly amended in April 21, 2018) By: Barry E. Haimo, Esq. The objective of an estate planning attorney is to help our clients plan for and execute a smooth and efficient transfer of assets in both terms...
by Haimo Law | Apr 15, 2013 | Asset Protection, Strategy
Shifting, Preserving and Protecting Wealth for Generations The amount of an estate that is exempt from estate tax is presently $5.25 million (“Unified Credit”). The rate of estate and gift tax that you can expect to pay above this amount is presently 40%....
by Haimo Law | Apr 1, 2013 | Fundamentals, Trusts
Miscellaneous Provisions Under Florida’s Trust Code PART XIII Miscellaneous Provisions Under Florida’s Trust Code 736.1301 Electronic records and signatures. 736.1302 Severability clause. 736.1303 Application to existing relationships....
by Haimo Law | Apr 1, 2013 | Trusts, Types of Trusts
Charitable Trusts Under Florida’s Trust Code PART XII CHARITABLE TRUSTS 736.1201 Definitions. 736.1202 Application of this part. 736.1203 Trustee of a private foundation trust or a split interest trust. 736.1204 Powers and duties of trustee of a private...
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