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Taxes are coming due, its a good time to review your estate plan too
In a few weeks it will be April 15th and your taxes will either have to be filed or your extensions made to allow you to have until October 15th to file them. While going through all of your financial...
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A few interesting tax proposals in the President’s 2014 budget proposal
The President recently released his proposed budget for fiscal year 2014. The proposed budget may be found online. However, for purposes of this blog, I wanted to focus specifically on the aspects of...
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How to figure out how much you owe the IRS for the sale of stock
Generally, the amount of tax you owe is computed by taking the price you sold the stock for and subtracting the price you paid for the stock – your “stock basis”. That is your gain (or loss). If you...
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Income Tax Minimization Strategies
As the old adage states, tax avoidance is not illegal, tax evasion is! This is true with every one of our clients here at Wood, Atter & Wolf, P.A. There are completely legal ways to avoid income...
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Why is now a great time to do your estate plan?
Tax season, for most, is over. Before you put away all your financial records though, why don’t you think about having your estate plan reviewed or having your estate plan prepared while all your...
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Estate Planning For Blended Families
Estate planning for traditional families is usually pretty straight forward. It can get complicated depending upon the asset values and types and also how sophisticated the children are. However,...
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Estate versus Inheritance Tax
Many may ask is there a difference? In fact there is. Most clients will use the terms in front of me interchangeably. However, there is a significant difference between the two and you can get the...
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Revocable v Irrevocable Trusts: What Is Best For You?
I like to blog about questions and issues that my clients tend to ask me about. Lately, I have had several ask me about revocable versus irrevocable trusts. So the purpose of this blog will be to...
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Why Do You Need A Valid Durable Power of Attorney and Health Care Power of...
A Power of Attorney is an important document for many different reasons for Florida residents. This blog will discuss the differences in types of power of attorneys and also why they are so important....
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Estate Plan – The Perfect Graduation Gift
“Yeah right!” is probably what you’d hear from your graduate. But a proper estate plan is a great great to gift your children as they graduate from high school or college. Once a child turns 18 years...
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