Happy Holidays!…. Extender Package Passed!

As discussed in my blog on December 11, 2014… the extender package has been signed by President Obama. ADVICE: Carefully review this signed extender bill, contact your CPA immediately to see if you can use any applicable provisions prior to year end to reduce your taxes. Charities be sure to…

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What IS a Trust Protector? Do you Need One?

Under Section 736.808(3) of the Florida Trust Code, the terms of a trust may give another person (other than the trustee) a power to direct the modification of a trust. We often call this person a “trust protector” or a “trust adviser”. This person has the ability to affect the…

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