Navigating Probate in Sarasota: Why You Need a Probate Attorney
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 […]
Continue readingUnlocking Peace of Mind: Mastering Incapacity Planning in Your Florida Estate Strategy!
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 […]
Continue readingFlorida Estate Planning for Blended Families: Protecting Your Assets and Loved Ones
Blended families, which involve remarriage and the combining of two families, have become increasingly common in Florida and the rest of the United States. While blending families can bring joy […]
Continue readingAncillary Probate in Florida: Your Key to Understanding the Multi-State Estate Process
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 […]
Continue readingWills and Trusts: A Comprehensive Guide to Estate Planning
Estate planning is a vital part of financial strategy, as it enables individuals and families to secure their assets and distribute them according to their posthumous wishes. One of the […]
Continue readingFlorida Probate Process Simplified: A Clear and Comprehensive Guide
The Florida probate process can be a confusing and overwhelming experience for those who are going through it for the first time. If you are an executor or a beneficiary, […]
Continue readingNo 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 […]
Continue readingIncorporating Your Business Into Your Florida Estate Plan
Small businesses present a particular challenge to Florida Estate Planners. First off, businesses can operate in a wide variety of entities. Secondly, they may be more valuable being carried on […]
Continue readingEstate 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 […]
Continue readingWe’re Moving!
As of January 24, 2022, we will be opening a brand new office! We will be relocating to the UTC area on Cooper Creek Blvd. Most of our clients will […]
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