This publication offers a timely roundup of estate and trust planning tips, information and news, courtesy of Gunster’s private wealth services attorneys; please contact any team member for more information.

In this latest issue, you’ll find information on the following topics:

The five things you need to know about hiring, documenting, and sponsoring domestic household help in the new era of broadened immigration enforcement

We are in a New Era of Broadened Immigration Enforcement. President Trump is carrying out his campaign promise to target illegal immigration to the United States. In addition to increased enforcement at our borders, enforcement efforts within the United States have a new focus. What do these changes mean for you and your domestic household employees? Even if you are confident that all foreign nationals working as house staff have legal status, as a prudent employer, it is important to ensure that your house staff’s employment eligibility is well documented and that all employment law and tax obligations are being fulfilled.

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Funding of revocable trusts

Funding of revocable trusts

You have just signed your new Will and Revocable Trust. You can now cross one task off of your “to do” list and move on to the next task. Or can you? The execution of your Revocable Trust is only one part of completing the task. The second part, which is often over-looked, is the funding of your Revocable Trust.

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Estate planning records

The execution of estate planning documents is often a relief to our clients. Many times, after putting it off for months and even years, it represents the culmination of much hard work and thought. However, one often over-looked aspect of the estate plan is maintaining your information in an organized manner to allow the orderly administration of your estate after your passing.

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