Boyes, Farina & Matwiczyk

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Tagged: estate tax

Estate Tax Planning Doesn’t Have To Be The Focus Of Estate Plans

…Florida residents who have engaged in the estate planning process may be aware that it is more complex than merely deciding who gets the family condo or grandmother’s prized china. In fact, there may be more variables to the process than most people realize when they get started, such as estate tax planning, which is a serious aspect of estate planning that should be carefully considered to ensure that no errors are made and tax liabilities are considered correctly.

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Estate Tax Planning Slowed By IRS Delays

…Estate planning sometimes follows the loss of a loved one, adding to the difficulty in making important decisions. When there are governmental delays in sending out required estate tax forms, it essentially puts the state of estates in limbo. Such is the case for a Florida woman, who is confronting the necessary estate tax planning for the multi-million dollar estate of her late husband.

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