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Tax Planning & Compliance

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

A power of appointment can provide estate planning flexibility

A difficult aspect of planning your estate is taking into account your family members’ needs after your death. Indeed, after you’re gone, events may transpire

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A QDRO can ease the transfer of retirement plan assets in a divorce

Getting divorced and dividing up assets is no easy matter. At least you can sell a house, a car or certain other possessions and distribute

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Contributing to a Roth 401(k) plan may help achieve estate planning goals

When it comes to your 401(k) plan, you may have a choice to make regarding contributions. Should you make contributions on a pre-tax (traditional) basis

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Provide for multiple generations using a dynasty trust

When creating estate plans, people generally take their children and grandchildren into consideration and plan accordingly. For those who would like to plan beyond the

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Does a FAST make sense for your estate plan?

On the one hand, you want your estate plan to achieve certain “technical” objectives. These may include minimizing gift and estate taxes, and protecting your

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Planning your estate? Don’t overlook income taxes

The current estate tax exemption amount ($13.61 million in 2024) has led many people to feel they no longer need to be concerned about federal

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A self-directed IRA can benefit your estate plan — but know the risks

Traditional and Roth IRAs can be powerful estate planning tools. With a “self-directed” IRA, you may be able to amp up the benefits of these

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Beware these 5 estate planning pitfalls

If you’re taking your first steps on your estate planning journey, congratulations! No one likes to contemplate his or her mortality, but having a plan

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Undue influence claims may upend your estate plan

One of the goals in creating a comprehensive estate plan is to maintain family harmony after your death. Typically, with an estate plan in place,

Read More »
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Fort Lauderdale, FL 33301
(954) 333-0001
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