News & Insights
How to Reduce Your Estate Taxes With Gifts
A Private Clients Group Article
One of the goals of an estate plan is to reduce taxes and maximize your legacy for your heirs. Lifetime gifting can be an effective tactic offering significant tax savings.
4 Things You Should Know If You’re Planning a Move to Florida
A Private Clients Group Article
Whether it’s for the weather, financial benefits or other reasons, Florida is a popular destination, particularly in retirement.
7 Reasons Why You Need An Estate Plan
A Private Clients Group Article
Proper estate planning can give you (and your family) peace of mind about your finances in the event of your incapacity or death.
Choosing a Fiduciary: Professional Over Progeny
A Private Clients Group Article
When planning for the administration of an estate or trust, clients often are faced with the difficult but necessary choice of selecting a family member, a professional advisor, including a lawyer, or a financial institution to serve as an executor or trustee.
Substantiating Charitable Deductions at the IRS
"Close" only counts in horseshoes, hand grenades and nuclear war
July 2017Charitable deductions in the million of dollars are lost for failure to strictly comply with the Internal Revenue Code and the Internal Revenue Service's substantiation and appraisal rules.
Trusts & Estates Magazine
Cummings & Lockwood's Trusts & Estates Attorneys Named 2017 Florida Super Lawyers
June 27, 2017Cummings & Lockwood is pleased to announce that the following seven trusts and estates attorneys in the Firm’s Naples and Bonita Springs offices have been selected Florida Super Lawyers in 2017.
Estate Planning Strategies for Every Aspect of Your Life
A Private Clients Group Article
Spring 2017For over a century, Cummings & Lockwood has provided individuals and families with sophisticated strategies for all of their estate planning needs.