Estate Planning

Moisand Fitzgerald Tamayo wins prestigious national award

Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM   November 4, 2019 – (Orlando) – Moisand Fitzgerald Tamayo, LLC was honored today by Schwab Advisor Services with the 2019 Trailblazer IMPACT AwardTM. The firm was recognized for its efforts to improve the quality of advice, raise the bar for ethics…

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Estate planning documents needed regardless of net worth

Estate planning documents needed regardless of net worth There are several estate planning documents needed regardless of net worth. For the last few decades, the topic of estate planning has tended to focus on tax minimization. Just the word “estate” can evoke images of wealthy families making heirs “trust fund kids.” However, estate planning has…

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How to avoid gift taxes

How to avoid gift taxes We have received several inquiries this year from clients who want to make a financial gift to a family member but were concerned about gift taxes. For most U.S. citizens, even if the gift is large, the answer to the question, “How much is the gift tax?” can be “not…

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What are you telling nervous clients to do now?

  With the world’s stock markets having a rough start to 2016, the most common question of late from business and personal finance reporters has been, “What are you telling nervous clients to do now?”   Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as…

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Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months. How a mutual fund sale might affect your taxes Is a long-term-care/life-insurance combo better than a straight one? When RMDs start for workers…

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WHAT HAPPENS TO MY IRA MONEY AFTER I DIE?

What Happens to My IRA Money After I Die? Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months. Just say ‘no’ to an annuity in your Roth…

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