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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Why a Revocable Trust in Lakewood Ranch Might Be a Good Option. Circumstances and relationships in your life can change over the course of years. This can make estate planning […]
Why a Revocable Trust in Venice Might Be a Good Option Circumstances and relationships in your life can change over the course of years. This can make estate planning seem […]
Why a Revocable Trust in Bradenton Might Be a Good Option. Circumstances and relationships in your life can change over the course of years. This can make estate planning seem […]