Tag Archives: Part

6 Important Estate Planning Considerations – Part 5: Retirement Assets

This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and … Continue reading

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What Happens When Your Florida Marital Settlement Agreement is Based, in Part, on an Incorrect Assumption?

There is an old and colorful saying about the perils of making assumptions. The saying, which popped up on a 1973 episode of The Odd Couple, admonishes that you should “never assume” and reveals its lesson by separating the word … Continue reading

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6 Important Estate Planning Considerations – Part 4: Beneficiary Designations

This is part of a series of 6 blogs on important estate planning considerations. I’ll intersperse these blogs with other timely blogs. The first article in the series showed how an estate plan prepares one for incapacity during life and … Continue reading

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Foreign Individuals: No Help From US Estate Tax Reform (Part I)

Prior to the actual passage of the “Tax Cuts and Jobs Act” (TCJA) on December 22 2017, there were some high expectations that the disparity in the US estate tax exemption for US and non-US persons would be eliminated, or … Continue reading

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Can a Foreign Investor Enter Into a Like-Kind Exchange Transaction (a 1031 Transaction) and Avoid Paying Income Tax on the Sale (Part 1)

 By Michael W. Brooks, Esq. As with US persons, non-US persons and parties (“Foreign Investors”) are allowed to enter into Internal Revenue Code Section 1031 (like-kind exchange) transactions. Foreign Investor exchanges allow owners of investment and business real estate to … Continue reading

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