Articles & Publications

Charitable Dispositions and Receipts of Real Property Interests: A View from both the Individual Donor’s and Charitable Donee’s Perspective, by Kevin Carmichael

The Real Estate Attorney: Protecting Your Interests While Buying or Selling, by C. Lane Wood, Health & Wellness Magazine, January 2015 Collier Edition

Make The Most Out of Your Gift Tax Exclusion This Holiday Season ,by Bonie Montalvo, Health & Wellness Magazine, December 2018, Collier Edition

What is Cryptocurrency and How is It Taxed?,by Bonie Montalvo, Health & Wellness Magazine, November 2018, Collier Edition

Have you Disclosed Your Foreign Assets to The IRS?, by Bonie Montalvo, Health & Wellness Magazine, June 2018, Collier Edition

Section 199A Mechanics and Effects on Entity Selection, by Kevin Carmichael, October 10, 2018

Make The Most Out of Your Gift Tax Exclusion This Holiday Season ,by Bonie Montalvo, Health & Wellness Magazine, December 2018, Collier Edition

What Happens to Our Digital Assets When We Die?,by Bonie Montalvo, Health & Wellness Magazine, September 2018, Collier Edition

Dying While Separated...When Your Estranged Spouse Controls Your Funeral,by Bonie Montalvo, Health & Wellness Magazine, July 2018, Collier Edition

Your Checklist When Going to the Doctor, by Bonie Montalvo, Health & Wellness Magazine, July 2017, Collier Edition

Income Tax Reduction with Trusts in Light of the Tax Cuts and Jobs Act, by Kevin Carmichael, September 24, 2018.

For Sale - This Property has Been in the Family for Years, by Blake W. Kirkpatrick, Health & Wellness Magazine, April 2017 Collier Edition

Crossing the "T’s" in Estate Planning, by Blake W. Kirkpatrick, Health & Wellness Magazine, June 2016 Collier Edition

Dotting The I’s in Estate Planning, by Blake W. Kirkpatrick, Health & Wellness Magazine, May 2016 Collier Edition

Taking Stock in the Health and Longevity of Your Business, by Blake W. Kirkpatrick, Health & Wellness Magazine, January 2016 Collier Edition

Deducting (In Part) the Cost of an Assisted Living Facility, by Kevin Carmichael, Health & Wellness Magazine, September 2015 Collier Edition

Simplify, by Blake W. Kirkpatrick, Health & Wellness Magazine, May 2015 Collier Edition

Under the Table, by Blake W. Kirkpatrick, Health & Wellness Magazine, November 2014 Collier Edition

How Much is Enough?, by Blake W. Kirkpatrick, Health & Wellness Magazine, November 2013 Collier Edition

Time For That Check-Up, by Blake W. Kirkpatrick, Health & Wellness Magazine, May 2013 Collier Edition

An Appetizer Portion of Fiscal Cliff with Generous Helping of Lame-Duck, by Blake W. Kirkpatrick, Health & Wellness Magazine, December 2012 Collier Edition

Tying Up Loose Ends in Your Estate Plan, by Blake W. Kirkpatrick, Health & Wellness Magazine, May 2012 Collier Edition

Gift Tax Exemption: Use It or Lose It, by Robert M. Buckel, Health & Wellness Magazine, March 2012 Collier Edition

Estate Planning – 2012: A Closing Window of Opportunity, by Robert M. Buckel, Naples Daily News, March 11, 2012

Estate Planning for IRAs and 401(k)s in a Changing Economic and Estate Tax Environment, by Kevin Carmichael, Health & Wellness Magazine, February 2012 Collier Edition

The Final Communication - Taking Time to Make Sure Your Estate Plan Reflects Your Intentions, by Blake W. Kirkpatrick, Health & Wellness Magazine, November 2011 Collier Edition

Estate Planning Client Advisory, Summer 2011

The Second Marriage Estate Planning Dilemma, by Robert H. Eardley and Kevin Carmichael, Naples Daily News, March 12, 2011

Estate Planning Client Advisory, Winter 2010-2011

Estate Planning Client Advisory, Summer 2010