How to Legally Reduce Your Estate Taxes Through Gift-Giving

We often give presents to celebrate a special event or please a significant other. Sometimes gifts serve a specific purpose, like lowering your potential estate tax burden. Let’s look at some ways to legally reduce your taxes through gift-giving. First, it’s important to understand how estate taxes are calculated. Florida does not have an inheritance or estate tax. However, the federal government collects tax Read More

Disaster Preparedness: Protecting Your Most Important Documents

As we’ve seen in recent months, Mother Nature can wreak havoc on us with little to no warning. Even when weather forecasters predict a coming storm, it’s still difficult to know when and where the most damage will occur. We all try to safeguard our homes and possessions against damage. Your most important documents also merit consideration. When preparing for an upcoming disaster, make protecting your important legal Read More

Plan for an Orderly Distribution to Loved Ones

As you survey the property you’ve accumulated through a lifetime of hard work, you may wonder what’s going to happen to it after you’re gone. Maybe there are family heirlooms or other prized possessions or items of sentimental value, and it really matters to you who inherits them. How can you make sure there’s an orderly distribution of your property to your loved ones? Take stock. Make an inventory of your assets, Read More

Does Your Estate Plan Need an Annual Checkup?

We are encouraged to get regular dental checkups and the dreaded annual physical. We schedule spring cleaning, annual vacations, and maintenance on our automobiles and boats. Shouldn’t our estate planning documents get the same careful attention? During National Estate Planning Awareness Week, we invite you to review your current estate plan. When was the last time? Like most people, your to-do list is long and Read More

Business Succession: An Important Part of Your Estate Planning

As a business owner, your responsibilities and duties may seem endless. Employment disputes, ordering supplies, paying vendors, and planning next year’s budget are just a few of the issues that fall on your shoulders. What happens to those duties if you retire or are no longer able to run your company? If you want your company to continue, then business succession planning should be an important part of your estate Read More

What to Bring When You Meet with Your Estate Planning Attorney

As an estate planning law firm, we are not only well-versed in the law. We’re trusted advisers. And any adviser needs information to thoroughly analyze your situation and develop the best strategies for you. So, when you meet with an estate planning attorney for the first time, what information should you bring with you? Contact Information Your attorney will need to be able to reach you so make sure you provide Read More

3 Reasons to Review Your Estate Planning Now

We do certain things on a routine basis: change the oil in the car, get an annual physical, and perform seasonal maintenance on our homes or boats. Our estate planning documents need an occasional peek under the hood also. In fact, there are three good reasons to review your estate planning documents right now. Change in Family Structure Families change. A new child or grandchild may be covered by provisions in Read More