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....

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...

Portability technically means something that can be easily moved or carried. The term can be used in several contexts. For example, software portability means the software is easy to transfer to another computer. Portability of retirement and pension funds indicates that a worker may transfer retirement funds when taking a new job.  In Florida, homeowners may...