Leaving an IRA to a Trust? What to Review in 2026
You saved for retirement because you wanted to provide security for yourself and the people you love. But if your trust is named as the beneficiary of your IRA, current withdrawal and tax rules may affect how much protection—and how much money—your family actually receives. Here is what families with retirement accounts should review in […]
How the New Tax Law Could Impact Florida Family Trusts in 2026
The One Big Beautiful Bill raised the estate tax exemption to $15 million per person. That provision made headlines everywhere. A second one didn’t: a deduction limitation buried in a Congressional footnote that tax lawyers say may create double taxation inside family trusts, including special needs trusts with as little as $400,000 in assets. Here […]
Tax Season Made You Look—Now Make It Count.
Your tax return is the most complete picture of your financial life you’ll get all year. But most people close the folder without asking one critical question: if something happened to you tomorrow, are the people you love actually protected? Here’s how to answer it before the window closes. Read more…
The One Bill Every Family Needs to Understand Right Now
The massive, so-called “One Big Beautiful Bill” (“OBBB”), which became law on July 4th, brings sweeping changes to taxes, healthcare, and benefits that will affect nearly every American family.