Category: Articles Library
In a recent client update, Katz Baskies LLC advised that now is the time to contact us to review your estate plan to determine if there are planning strategies that can be implemented before year-end to utilize the $5...
In its 2012 “Best Law Firms” publication, U.S. News and World Report/Best Lawyers listed Katz Baskies LLC as one of only a handful of top Tier Boca Raton Trusts and Estates and Tax boutique law firms. In...
Super Lawyers Magazine annually publishes a list of top lawyers in Florida (approximately the top 5%) and re-prints the list in the Wall Street Journal, Miami Magazine, and other media. As in past years, Tom Katz and Jeff...
Prior to July 1, 2012, Florida law provided that divorce terminated rights of an ex-spouse under a Will or Revocable Trust, but not as to assets with beneficiary designations. However, a new statute which takes effect July...
In light of a recent Florida case, if you have a revocable trust plan and if you have life insurance, you should review the beneficiary designation for your life insurance. If the revocable trust is named as beneficiary,...