While estate taxes are not a compelling reason for most of us to make an estate plan this year, there are many other reasons that provoke strong emotions and the need to do proper planning. Below is reason number 10. If you know someone who needs an estate plan, please…
Articles Posted in Estate Planning
Jacksonville Estate Planning and Gift Taxes
With the current Gift tax exemption at 5 million dollars + 13,000 per person per year, many people are not concerned about making gifts or the taxes. It is important to remember that unless a gift tax return is filed with annual gifts to an individual exceed $13,000 there could…
New Estate Tax Exemptions May Effect the Florida Wife
The estate tax exemption has increased to $5 million dollars for the years 2011 and 2012. Why would this effect you? Many Florida Wills are drawn up to distribute your spouse’s assets to your children in an amount equal to the federal exemption amount, and the remainder of the assets…
We Were Named One Of The Top 25 Estate Probate and Elder Law Blogs of 2011
I would like to thank everyone who voted for us. We were selected on of the Top 25 Estate Planning Blogs of 2011. Now LesixNexis is selecting the top estate planning blog of the year and you still have the opportunity to vote for us one last time. Even if…
Thumtack Elite – # 1 in Estate Planning
We have been ranked #1 among estate planning professionals in Jacksonville by thumtack. Estate Planning Services – Jacksonville
A Cautionary Tale, will your Will be Admitted to Probate?
[Florida Probate: The court supervised process of gathering the deceased person’s assets and distributing them to their beneficiaries.] You know the importance of having your last will and testament prepared. -You’ve heard those ads telling you to prepare your will yourself.-You think that having an attorney prepare your will is…
Florida Estate Planning Lawyer Blog nominated for Top Estate Planning Blog- Please vote
Our Blog was nominated for one of the top estate planning blogs. Please take a few moments and visit the site, register, and vote for our blog if you like it. You vote by adding a comment and mentioning our blog in the comment. Thanks Each comment is counted as…
“Do it yourself” Wills: Prepare According to Florida Law
Preparing your will without the assistance of a Jacksonville Estate Planning Lawyer may cost your family future trouble and costs. Your Will must be clearly worded, otherwise, your intentions may be disputed by family members. A Florida Will contest may result in a lengthy and expensive court battle, which is…
Estate Planning and Criminal Defense Lawyer
We often do not think of Criminal Defense in connection with Florida estate planning. We have a Jacksonville Criminal Defense Lawyer who has been helpful in dealing with crimes committed by fiduciary agents. Every month we get contacted by individuals who have had their parents or families life savings depleted…
Estate Tax, Inheritance Tax, What about Both?
According to a Market Watch article by Bill Bischoff, on the Worst Places to Die, New Jersey Tops the list with a combined effective estate and inheritance tax rate of 54.1 %. Estate tax is bad enough but several states have an inheritance tax. Yes you could actually leave money…