Legal Newsletters

Forrest J. Bass | Wills, Trusts & Estates Attorney | Punta Gorda

The Tax Cuts and Jobs Act of 2017: What You Need to Know

Forrest J. Bass | January 2018

The tax reform bill introduced by congressional Republicans as the Tax Cuts and Jobs Act of 2017 (the “Act”) was signed into law by President Donald Trump on December 22, 2017.  Versions of what would become the Act passed through Congress on a mostly party-line vote with only 51 Senators voting in favor of the […]

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Attorney Dorothy L. Korszen - Trusts & Estates - Venice Florida
Forrest J. Bass | Wills, Trusts & Estates Attorney | Punta Gorda

Do You Pay Tax on an Inheritance?

Forrest J. Bass | May 2017

Attorney Forrest J. Bass addresses the taxation of inheritances and how a number of factors are involved including the size of the estate, the type of assets comprising the estate and the timing of distributions.

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Attorney Dorothy L. Korszen - Trusts & Estates - Venice Florida
Brett H. Sifrit Estate Planning, Wills, Trust Administration and Real Estate Attorney in Punta Gorda, Florida
Roger H. Miller III Attorney Real Estate, Litigation, Punta Gorda, Florida

Title Insurance: What, Why and Who?

Roger H. Miller III | October 2016

Title insurance is an important aspect of a real estate transaction. Attorney Roger H. Miller III discusses the basics of title insurance and why it is recommended.

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Forrest J. Bass | Wills, Trusts & Estates Attorney | Punta Gorda
Attorney Dorothy L. Korszen - Trusts & Estates - Venice Florida

Who Gets the Family Jewels?

Dorothy L. Korszen | September 2016

When deciding who should inherit family heirlooms simply write a list, called a Separate Writing, then sign and date your list.

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Attorney Will W. Sunter, civil, real property and probate matters and guardianship in Punta Gorda, Florida

How to Make a Legal Will in Florida

Will W. Sunter | March 2016

There are some common causes for concern when it comes to writing and executing a will as a person ages. These concerns are discussed by attorney Will W. Sunter.

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Attorney Dorothy L. Korszen - Trusts & Estates - Venice Florida

Duties of a Successor Trustee

Dorothy L. Korszen | January 2016

Duties of a successor trustee outlined in this newsletter. Be sure to consult your estate planning attorney regarding who to name as a successor trustee.

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