The recent political changes in our government have resulted in great uncertainty in our federal estate, gift and income tax laws. At this time, it is unclear as to what changes will be made in our tax laws, and if such changes will be short-term or permanent. A...
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Estate Planning
Florida business succession plans
Florida business owners typically have numerous issues to think about regarding a connection between their businesses and their estate plans. Many people prefer to incorporate business succession plans into their estate plans. It is helpful to explore the variety of...
Estate planning helps loved ones avoid conflict
When a Florida estate owner dies without having executed a will, it often leads to contention between loved ones, business partners or others who believe they have a right to certain assets or property belonging to the deceased. There have been many news stories about...
Should you take on estate planning on your own?
Florida is home to many retirees, many of whom are age 65 and older. Estate planning is an important topic for people in this age group. However, executing a plan does not have to wait until someone is older. In fact, many younger people nowadays are recognizing what...
Why should you have an estate plan in your 20s?
Florida residents like you may feel like you are too young to create an estate plan. After all, popular culture paints estate plans as something that only the older generations need. You do not plan on dying any time soon, after all. But these days, more experts are...
Why Florida business owners should have succession plans
Running a Florida business is no small task to be sure. Whether a business owner has recently opened doors for the first time or has been in business for decades, it is never too soon to think ahead and to plan for the future. Part of that includes planning for the...
What mistakes could derail your estate planning efforts?
Florida adults of all ages and income levels could benefit from the protections provided by a thoughtfully prepared estate plan. Issues with your estate plan could lead to complications for your loved ones and beneficiaries when it is time to settle your estate. It is...