Introduction: Estate planning is a crucial process that allows individuals to safeguard their assets and provide for the distribution of their property after they pass away. Two common tools used […]
In today’s digital age, our lives are intricately intertwined with the online world. From social media profiles to online bank accounts and cherished family photos stored in the cloud, we […]
Introduction Retiring to the sunny state of Florida is a dream for many seniors seeking warm weather, beautiful landscapes, and a vibrant retirement community. However, moving to Florida in your […]
Introduction: Estate planning is a crucial aspect of securing your assets and ensuring that your wishes are carried out after your passing. Many individuals seek various estate planning tools to […]
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. […]
Introduction Estate planning is a crucial aspect of life, ensuring your assets are distributed as per your wishes when you’re no longer here. Proper storage of estate planning documents is […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]