As you reflect on the resolutions you made for the new year, did you include creating a Florida estate plan? We believe creating an estate plan is one of the most important New Year’s resolutions you can make this year. With an estate plan in place, you can be protected both during life and at the...
Are you aware that in just a few short weeks, it will be 2022? It is fast approaching! Even as the pandemic continues to add a layer of complication to our plans, most of us are busy finalizing our end of the year plans. As part of this planning, is taking stock of what has happened...
Did you know that if there are changes in the tax laws, they could possibly impact your Florida estate plan? Are you keeping up-to-date in regard to any impacts from current or pending legislation to your Florida estate plan? At our law firm we focus on the specific needs of Floridians who need assistance with estate...
The end of the year is here. We know, as 2021 quickly comes to a close, there are many things that you have on your to-do list. From spending time with family to making plans for the new year to ensuring that you are able to accomplish what you wanted to during this year, there is...
The holiday season is upon us, and loved ones are busy coming up with the perfect gifts to give family and friends. While gift giving can bring a great deal of joy, both to the recipient and the giver, did you know it can also assist in your Florida estate planning goals? It can be doubly...
How much do you really know about tax law? Or how it applies to your Florida estate plan? Law firms like ours focus on the specific needs of Floridians who need assistance with this type of legal planning. Taxes, and their intersection with your Florida estate planning, can be complicated on several levels. Due to the...
Updating your estate plan may not be at the top of your to-do list when you move to a new state. Did you know, however, that different states have different rules when it comes to estate tax, inheritance laws, and medical care? It can be important to update your estate plan accordingly to help ensure it...
Have you heard the recent buzz in the news about the estate tax? The federal estate tax exemption was raised to its highest ever levels in 2017 by the Tax Cuts and Jobs Act. The exemption currently sits at $11.7 million per individual person or $23.4 million for a married couple. Given these numbers, many may...
Have you heard the big news about Bill and Melinda Gates? One of the world’s richest power couples is getting divorced and the public eye is watching to see how this unfolds. While sources say that they did not have a prenuptial agreement in place, it appears that they did have a postnuptial agreement and that...
Have you heard of SLATs? A Spousal Lifetime Access Trust (SLAT) is a type of trust for married couples that allows for one spouse to remove assets from the combined marital estate while preserving access to those assets for the other spouse during his or her lifetime. Let us take a closer look at SLATs and...