A will is just one of several legal documents that help your loved ones know your end-of-life wishes.
Gifting Can Help Estate Plans and Heirs Reach Goals
Despite many attempts at repeal over the years, the modern U.S. Estate Tax has been in place since September 8, 1916. Each U.S. citizen and resident alien is entitled to a lifetime exemption from the federal Gift/Estate Tax called the Applicable Exclusion Amount.
How Do I Keep My Spendthrift Son-in-Law from Getting the Money I Give my Daughter in My Estate?
My daughter, my only child, recently married a nice man. However, he is not responsible with his finances. I don’t want my son-in-law to have any access to her money or through a divorce via equitable distribution.
Estate Planning: Can I Bequeath My Home to My Children without Taxes?
You would like to pass a house tax-free to your heirs. After all, you want to give them a gift, not the burden of taxes. How do you do that?
Florida Trusts: The Swiss Army Knife of Estate Planning
We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.
A Succession Plan for a Farm or Ranch Needs to Happen Sooner, Not Later
Develop a successful transition plan that will provide for you, your heirs and your business.
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
Why Did Trump Consider Reforming Long-Term Care Insurance?
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
Daughters of Don Lewis from ‘Tiger King’ File Lawsuit
The surviving daughters of Don Lewis, a Tampa man who went missing 23 years ago this month, have filed a lawsuit in Hillsborough County court against Tiger King subjects Kenny Farr and Carole Baskin, along with a woman listed as a witness on Lewis’ will.
Different Florida Trusts for Different Estate Planning Purposes
Trusts are legal entities that own assets, and all trusts are not alike. They are created by a written trust document with certain provisions that can vary from trust to trust.