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 […]
Continue readingEstate 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 […]
Continue readingInformation 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 […]
Continue readingProbate & 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 […]
Continue readingThank You Janis!
Unfortunately, Friday was Janis’ last day with the firm. She has decided to leave our fair State. We would like to thank her for her dedication and friendship over the […]
Continue readingRepeal of the Death Tax Will Harm 99% of Americans
Many Americans are against the so-called death tax (estate tax) as an unfair tax. But the reality is more than 99% of Americans benefit from the estate tax. If you […]
Continue readingLakewood Ranch: What is an Irrevocable Trust?
Lakewood Ranch: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What […]
Continue readingVenice: What is an Irrevocable Trust?
Venice: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are […]
Continue readingBradenton: What is an Irrevocable Trust?
Bradenton: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are […]
Continue readingSarasota: What is an Irrevocable Trust?
Sarasota: What is an Irrevocable Trust? When you decide to plan your estate, you will be presented with several options. One of these options is an irrevocable trust. What are […]
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