Dean S. Bress Law Blog

A TAX IDEA WORTH A LOOK

Saturday, June 12, 2010 by Dean S. Bress

For clients trying to leave an inheritance in a tax efficient manner, the repeal of the generation skipping tax for gifts made in 2010 either outright or in trust presents an opportunity which may never be available again.  And in Florida, long term trusts are available for the protection of many generations. ... Read More
Posted at 13:02 PM  |  PERMALINK
Topic: Asset Protection

IN TOUGH TIMES, CAN YOU BORROW FROM YOUR IRA?

Saturday, May 15, 2010 by Dean S. Bress

  THE TAX COURT RECENTLY RULED THAT THERE IS NO SUCH THING AS A LOAN FROM AN IRA... Read More
Posted at 11:06 AM  |  PERMALINK
Topic: Estate Planning

SHOULD YOU SIGN A NEW WILL OR USE AN OLD TRUST WHEN MOVING TO FLORIDA?

Saturday, May 15, 2010 by Dean S. Bress

Don't think your Will signed in another state will suffice in Florida when you consider the differences in Florida laws and those of other states, including New York, New Jersey, and Connecticut.... Read More
Posted at 09:59 AM  |  PERMALINK
Topic: Elder Law
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