Estate 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 […]
We’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 […]
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 […]
Estate 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 […]
Information 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 […]
Probate & 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 […]
Thank 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 […]
Repeal 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 […]
Lakewood 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 […]
Venice: 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 […]
Bradenton: 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 […]
Sarasota: 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 […]
Why a Revocable Trust in Lakewood Ranch Might Be a Good Option
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
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
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 […]
Why a Revocable Trust in Sarasota Might Be a Good Option
Why a Revocable Trust in Sarasota Might Be a Good Option Circumstances and relationships in your life can change over the course of years. This can make estate planning seem […]
What is a Living Will in Lakewood Ranch?
What is a Living Will in Lakewood Ranch? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A […]
What is a Living Will in Venice?
What is a Living Will in Venice? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living […]
What is a Living Will in Bradenton?
What is a Living Will in Bradenton? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living […]
What is a Living Will in Sarasota?
What is a Living Will in Sarasota? A living will helps you to determine what will take place if you are not able to make decisions for yourself. A living […]