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Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...
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ICYMI, The federal income tax filing due date for individuals for the 2020 tax year has been automatically extended from...
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The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
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Annual Reports for all Florida corporations, including LLC’s are now due. File yours by May 1st to avoid additional filing...
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The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
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Some states require real estate closings be held at an attorney’s office. This is not the case in Florida. However,...
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Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
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Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
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If you are in an unforeseen or emergency situation, make sure your loved ones know how to help you. Advance...
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Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...