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Central Florida Estate Planning Newsletter
The Law Office of Vincent J. Profaci, P.A.
For your convenience, you may access the current and past issues of our estate planning newsletter online:
- Facing Facts (March 12)
It can be difficult to ponder our own mortality. That is just our human
nature. Nevertheless, the clock is ticking for each of us. Our first
article highlights some critical issues we all need to address while
there is still time to make proper financial and legal plans.
- Generational Generosity (Feb 12)
Would you prefer to transfer more wealth to your family instead of the
IRS? Our first article summarizes the relevant lifetime gifting rules
and considers two common do-it-yourself transfer methods.
- Five Estate Blunders (Jan 12)
Proper estate planning is not just for the rich and famous.
Surprisingly, however, that is a common misconception. Every adult
American has an estate worth planning, regardless of their net worth.
In this article we review some critical concerns and plans.
- Family Limited Partnerships (Dec 11)
Family Limited Partnerships offer many benefits, both tax and non-tax.
Our first article is a primer that explores why they are at once a
taxpayer favorite ... and a potential target of the IRS and some courts.
- Seasonal Solutions (Nov 11)
To everything there is a season. So it is with your Life & Estate
Plan. Our first article uses a Seasons of Life theme to illustrate how
your Life & Estate Plan may change with your personal and financial
circumstances over your lifetime.
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