Monthly Archives: October 2026
Giving Straight From the IRA: Qualified Charitable Distributions in Palm Beach County
Plenty of retirees in Palm Beach County give generously to local hospitals, houses of worship, and arts organizations. Far fewer give in the most tax-efficient way available to them. A qualified charitable distribution (QCD) lets an IRA owner send money directly to a charity without that money ever counting as income. For charitably minded… Read More »
Rent Is Due on the First: Estate Planning Tips for Landlords With Rental Property Portfolios
Tenants will still expect a working air conditioner in August, whether or not their landlord is alive to arrange the repair. That simple reality is why rental property owners need a different kind of estate plan than most people. A portfolio of duplexes, condos, or single-family rentals is really a small business, and it… Read More »
The Bills Keep Coming: HOA and Condo Assessments During Probate in Stuart
A condo association’s billing cycle does not pause for a funeral. If your loved one owned a unit in Stuart, the monthly maintenance fees, special assessments, and late charges will keep arriving long after the death certificate is issued. Many families are surprised by how quickly these balances grow and by who may end… Read More »