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  • Home
  • Our Team
  • Services
    • Estate Planning
    • Trust & Estate Litigation
    • Estate & Trust Administration
    • Probate & Probate Avoidance
    • Contested Guardianships & Probates
    • Asset Protection Planning
    • Tax Law
    • Medicaid & VA Benefits
    • Land Conservation Easements
  • Blog
  • Contact & Directions

Estate Planning

Home » Estate Planning
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By Bach, Jacobs & Byrne, P.A.
In Asset Protection Planning, Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 8, 2022

What is the “Secure Act 2.0”?

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act (“the Act”) with a bipartisan vote of 414 to 5. The Act has been nick-named the “Secure Act 2.0” as it [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 5, 2022

How do these changes in the SECURE Act affect me?

An older RMD age will allow IRA owners to defer withdrawals, allowing assets to continue growing for longer. Removing the age limit for individuals to contribute to their IRA accounts benefits [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 3, 2022

Important changes in the SECURE Act

Important changes in the SECURE Act include: The required minimum distribution age (“RMD”) increased from 70.5 to 72 years old. Removal of the age limit for IRA contributions. The [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Government Benefits, Tax Law
Posted August 1, 2022

What is the SECURE Act, and how can it affect my retirement?

The “SECURE” Act stands for ‘The Setting Every Community Up for Retirement Enhancement Act’ and was signed into law by former President Donald Trump on December 20, 2019. The law [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning
Posted July 23, 2019

What can I do if Trust funds are not being properly distributed?

It is the fiduciary duty of the trustee to manage the assets of the Trust in compliance with the terms of the Trust and the Florida Trust Code and to act in the best interests of the [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Tax Law
Posted July 19, 2019

How can I minimize estate taxes?

Florida does not collect state estate and inheritance taxes, but there are federal estate taxes to which one might be subject. In 2018, the federal estate tax exemption is $11.2 million per [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Tax Law
Posted July 15, 2019

Pros and Cons of Naming a Trust as Your IRA’s Primary Beneficiary

The reasons that a person might name a Trust as the beneficiary of his/her Individual Retirement Accounts (IRA) assets are many, but it is sometimes done in cases where the grantor has a minor [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Tax Law
Posted July 11, 2019

What is a pass-through entity?

A pass-through entity is a business the profits of which “pass through” to the business owner and are federally taxed at his/her individual rate. Pass-through entities can be both S corporations [...]

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By Bach, Jacobs & Byrne, P.A.
In Elder Law, Estate Planning, Probate
Posted July 9, 2019

What happens to my assets in foreign countries when I die?

The probate procedures in every country are unique, and different inheritance laws can clash. Usually, when an individual dies leaving assets in multiple countries, it is necessary to obtain a [...]

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By Bach, Jacobs & Byrne, P.A.
In Estate Planning, Probate
Posted July 5, 2019

What is summary administration in Florida?

Summary administration is a form of probate which is generally less time-intensive and less expensive than a full probate. Pursuant to the Florida Probate Code, the following conditions must be [...]

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