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We Want to Draft Your Legacy

Making the Most of Exemptions and Flexibility in Gifting

October 16, 2020
Federal estate, gift and GST tax exemptions are currently at historic highs ($11.58 million per individual in 2020). These higher exemptions are scheduled to return to $5 million, adjusted for inflation, after December 31, 2025, but they could be reduced before then, as a result of political or policy changes.
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Should I Cash in My Life Insurance Policy?

October 15, 2020
In tough economic times, people are sometimes left scrambling for cash to meet everyday expenses and lifestyle demands. Your life insurance policy is a possible source of funds – but should you tap into it?
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What’s Involved in the Florida Probate Process?

October 14, 2020
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
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Consider Funding a Florida Trust with Life Insurance

October 13, 2020
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
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Mistakes New Parents Make with Money

October 12, 2020
September is the most common birth month of the year. It's also a good time for new parents to think about the financial side of their parental responsibilities.
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How to Choose a Florida Trustee

October 9, 2020
Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.
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Can You Distribute Unequal Amounts of an Inheritance in a Florida Estate Plan?

October 8, 2020
For most of us, considering the distribution of the property we have accumulated over our lives is a painful reminder of our mortality.
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What’s the Latest Trend in Long-Term Care Insurance?

October 7, 2020
The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
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How Can Siblings Settle Disputes over a Florida Estate?

October 6, 2020
Unfortunately, due to hidden resentments, siblings still tend to end up in court suing each other and losing great chunks of their inheritance in the process all too frequently.
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What Does Tenancy by the Entirety Mean in Florida Estate Planning?

October 5, 2020
Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that's used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse's death.
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Jupiter, FL 33458

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