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The Presidential Candidates, the Federal Estate Tax, and the Capital Gains Income Tax
Posted on: November 8th, 2016
What plans does Donald Trump have for the estate tax versus Hillary Clinton? How do the plans differ compared to the current rules?...
6-Step Estate Planning Checklist for 2017
Posted on: November 7th, 2016
We have prioritized a checklist summarizing what we consider to be “6 very important action items.”...
Financial Literacy in Working Women Improves While Knowledge Gap Persists for Female Retirees and Widows
Posted on: August 2nd, 2016
Recent studies reveal that financial capability among working women is improving, but closing the financial literacy gap has a long way to go as it relates to retired women and older widows....
Coping with an Unexpected Death in Your Home
Posted on: August 1st, 2016
Returning home to find that a loved one has passed away unexpectedly can be traumatizing and leave you in a state of shock and disbelief....
Who Will Raise My Children if I Die Without Naming a Guardian?
Posted on: July 28th, 2016
Being a loving, responsible parent includes planning for the “unthinkable.”...
Estate Attorney Merrell Bailey to Speak at the 21st Annual Florida Tourist Development Tax Association Conference
Posted on: July 27th, 2016
Merrell Bailey will speak on August 10, 2016 at the 21st Annual Tax Conference sponsored by the Florida Tourist Development Tax Association, Inc. (FTDTA)...