No Contest Clauses in Florida

A No Contest Clause, or In Terrorem Clause, is a provision often used in Wills & Trusts stating that if a beneficiary disputes any part of the Will or Trust […]

Estate and Gift Tax Exemptions 2022

As of 2022, the following Estate and Gift tax exemptions are in effect: Estate Tax Exemption – $12,060,000 (U.S. Citizens and Residents) Annual Gift Tax Exemption – $16,000 (U.S. Citizens […]

Aretha Franklin's Estate

Aretha Franklin’s Will Found in Sofa

By Susan Teel Are you storing your will under the sofa cushions? Have you considered the best storage location for your will – your most important financial document?  Would you […]

Estate Tax Exemption 2019

Estate and Gift Tax Exemptions 2019

As of 2019, the following Estate and Gift tax exemptions are in effect: Estate Tax Exemption – $11,400,000 (U.S. Citizens and Residents) Annual Gift Tax Exemption – $15,000 (U.S. Citizens […]

New and old legal documents on a desk

Information Required For Your Estate Plan

In preparing your estate planning documents, we will need the following information. Executor/Successor Trustee – The person or people who will be in charge of enforcing your wishes either through […]

Auto Accident

Probate & The Florida Wrongful Death Act

Wrongful death claims in Florida always require a probate administration. This is true whether it’s because of accident or medical malpractice.  Florida’s Wrongful Death Act requires a wrongful death action […]