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"My car will simply go to my spouse or children when I die." This common assumption leads many astray in estate planning. The truth depends on various factors, including title structure, state laws and whether you have created specific legal instructions....
If you have been putting off estate planning, here is something that might grab your attention: the current generous estate tax exemption is set to "sunset" on December 31, 2025. With just months remaining, this could impact how much of your hard-earned wealth passes...
If you want to protect your Florida home and avoid probate, a lady bird deed might fit your needs. Available only in Florida and four other states, lady bird deeds are a valuable estate planning tool. What is a lady bird deed? Lady bird deeds is another name for...
If you suddenly become ill or injured, would your loved ones know what kind of medical treatment you would want? Would they know what decisions you would have made in difficult situations? The answer to these questions emphasizes the role of advance directives in your...
As 2024 comes to an end, a significant change is on the horizon for estate planning. The Federal Estate Tax Exemption, provided under the 2017 Tax Cuts and Jobs Act, is set to expire on December 31, 2025. This change will have significant implications for individuals...
Are you worried about the costs of probate eating into your loved ones' inheritance? You are not alone. Many Floridians are seeking ways to minimize probate expenses. Here are five essential strategies to help you save money and streamline the process. Create a living...
As the clock ticks down on the Tax Cuts and Jobs Act (TCJA), high-net-worth families in Florida face a looming deadline that could drastically impact their financial futures. For years, the TCJA has provided a sense of security and predictability for those with...
Probate can be a lengthy and costly process, but there are strategies that can help you avoid this. Joint ownership can be a simple and effective way to transfer specific assets outside of probate. But how does it work? Bypass probate with ease: Joint tenancy with...
On average, around 40 to 50 percent of marriages in the United States end in divorce. In Florida, divorce rates hover around 3.1 per 1,000 people. As a result, many families in the country, including Florida, have blended families. Blended families or stepfamilies are...
Estate planning is a critical process, but it's important to ensure that your loved one is making decisions freely. It can be useful to look out for some signs that they might be unduly influenced. Sudden changes in the estate plan One of the clearest signs of undue...