Power of Attorney has the Power to be Abused in Florida
- posted: Dec. 29, 2019
- Legal News & Articles
There are no safeguards when the vulnerable sign over control of their affairs. Investigators say that's how a Riverview woman took $500,000 from a 93-year-old Pinellas Park man she had Read More
The Secure Act is Signed Into Law
- posted: Dec. 20, 2019
- Legal News & Articles
WHAT DOES THE SECURE ACT MEAN FOR YOU? On December 20, 2019, President Trump signed an appropriations bill that (1) prevented a government shutdown, and (2) contained what had previously been Read More
Florida Supreme Court Issues Opinion on Probate and Guardianship Rule Amendments
- posted: Dec. 18, 2019
- Legal News & Articles
The Florida Supreme Court issued a revised opinion today on the 2019 Regular Cycle Report from the Probate Rules Committee. The changes will affect procedures, including the content of certain Read More
IRS Updates Estate and Trust Tax Brackets, Exemptions & Rates
- posted: Dec. 08, 2019
- Legal News & Articles,  Estate Planning
The Internal Revenue Service announced the inflation adjustments for tax rates, brackets and exemptions in 2020 in a news release found here: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2020 A more detailed report can be found here: https://www.irs.gov/pub/irs-drop/rp-19-44.pdf Some of Read More
Are your planning documents invalid when you move to another state?
- posted: Nov. 15, 2019
- Legal News & Articles,  Barnes Walker News,  Estate Planning
This a topic that comes up a lot in Florida. Many clients come to me because someone told them that their will, trust, power of attorney and health care directives Read More
IRA Accounts & Possible Stretch Reduction
- posted: Nov. 03, 2019
- Legal News & Articles,  Estate Planning
Here's a good article on the rules for achieving a "stretch" for an inherited IRA. This can be a powerful tool for minimizing income taxes while maximizing growth. The article Read More
Are you Prepared?
- posted: Nov. 02, 2019
- Legal News & Articles,  Real Estate Law,  Barnes Walker News,  Estate Planning
It may be November, but Hurricane Season is not over. It ends November 30th. While the odds of a hurricane are lower this time of year, it's always a good Read More
Jeffrey S. Goethe Participating in Continuing Education Seminar on February 10, 2020 in Tampa
- posted: Nov. 01, 2019
- Legal News & Articles,  Barnes Walker News,  Estate Planning,  Probate
Jeffrey S. Goethe will be participating in another continuing education seminar for attorneys, accountants, and paralegals on February 10, 2020 in Tampa. He will cover the following topics: HOMESTEAD IN PROBATE; DETERMINING Read More
American College of Trust & Estate Counsel Podcast Series
- posted: Oct. 09, 2019
- Legal News & Articles,  Estate Planning