Passing on your wealth to the next generation is a thoughtful act that requires strategic planning, and one of the most valuable tools at your disposal is the use of gift and generation-skipping transfer tax (GST) exemption amounts. This 2024, Floridians have an enhanced opportunity to leverage these tax exemption amounts for more extensive gifting strategies....
Have you decided that the New Year is a good time to think about your Florida estate planning strategies? Have you thought about strategies to avoid Florida probate? Or do you trust that your Florida last will and testament is sufficient to bypass the probate process? Unfortunately, that is a common misconception. If you want to...
Are you a Florida senior concerned about what might happen in the future if you were unable to care for yourself? Are you considering looking into long-term care planning for your future? Knowing that Medicare will not pay for long-term care, should you consider planning early for Medicaid? Are there any pros and cons to this...
An estate planning checklist will help to organize your thoughts. Have you found that the New Year is a good time to reflect on your life and make plans for the future? In part of your reflection and making plans for the future, have you included your Florida estate planning? We understand that it may not...
Diane was a successful business owner with three children from her first marriage. Jack, a car salesman, was a father to two children from his first marriage. When they found love the second time around, they realized it was time to update their estate plans to meet the needs of their blended family. Their goals were...
As you enjoy the holiday season, do you especially enjoy the gift-giving tradition? While the holidays are filled with joy and generosity, it is an opportune moment to consider the impact strategic gift giving has on Florida estate planning and tax savings. Experienced, Board-Certified, Estate Planning Attorneys We know that working through the complexities of gift...
The holiday season is traditionally a time of warmth, celebration, and giving, often inspiring a spirit of generosity that extends beyond the confines of mere festive gestures. Particularly when it comes to family, the act of gifting takes on a more profound meaning, with many choosing this time to share their wealth and express their affection...
Did you know the Corporate Transparency Act (CTA) is set to go into effect on January 1, 2024? This Act represents a significant shift in the way reporting companies in the United States must disclose their beneficial ownership information. As a Florida estate planning law firm, we know how crucial it is to both understand the...
Have you ever thought about whether you should update your Florida estate plan? Is there a specific time when you should? As you experience the fluid nature of life, with its array of both significant and minor changes, are you wondering whether it may influence the suitability and efficacy of your existing estate plan? The end...
Perhaps you've heard of transfer on death (TOD) deeds and are curious if this is the right estate planning tool for you. In the realm of estate planning, knowledge is power, and understanding the various options at your disposal is essential. A TOD deed can be a valuable addition to your estate plan, offering several benefits...
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