Tag: Unified Federal Estate & Gift Tax Exemption

We Want to Draft Your Legacy

Should Florida Seniors Get Married?

March 30, 2020
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
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What Exactly Is the Estate Tax?

March 8, 2020
The estate tax in the United States is a tax on your right to transfer property to other individuals upon your death, according to the IRS. In other words, when you die, the U.S. government might be entitled to a portion of your assets before the remainder can be passed to your heirs. Not all inherited assets are subject to the estate tax. In fact, the U.S. estate tax only affects the wealthiest households.
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