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Introduction Estate and gift taxes are crucial aspects of wealth and asset planning, and they often vary from state to state. In Florida, these taxes have seen changes over time. This article provides an up-to-date overview of the current status of estate and gift taxes in Florida, including information about the exemption amounts for 2023…
Introduction Sarasota, Florida, with its stunning beaches, vibrant cultural scene, and lush landscapes, is a sought-after place to call home. Many Sarasota residents have the privilege of owning homestead properties, benefiting from Florida’s generous homestead exemption. However, gifting homestead real property during your lifetime in Sarasota requires careful consideration due to specific local regulations and…
Introduction Probate is a legal process that can be emotionally and financially challenging, especially during a time of grief and loss. If you find yourself in a situation where you need to navigate the complexities of probate in Sarasota, it’s crucial to seek the guidance of a skilled probate attorney. This article will discuss the…
Estate planning is not just about distributing assets upon one’s passing; it also encompasses preparing for the possibility of incapacity during one’s lifetime. Planning for incapacity is a crucial aspect of estate planning that ensures your wishes are respected and your financial, medical, and personal affairs are managed according to your preferences. In the State…
Ancillary probate is a legal process often necessary when a deceased person owns property in multiple states. If you have recently lost a loved one and they owned real property in Florida, you may be facing the need to go through ancillary probate in this state. The process can be confusing, but with the right…
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 during probate or other administration, their share shall be reduced or removed. While in theory it sound like a perfectly reasonable way of preventing disputes;…