To Pay or Not to Pay?
Florida is one of five states without any state income tax or state inheritance or estate tax. To take advantage...
Estate Tax Exemption
The IRS estate tax exemption for 2021 is projected to be either $11.7 million, $6.5 million or $3.5 million. -Emily Helmick,...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
Duties of a Personal Representative
Many clients come to us asking “What are the duties of the Personal Representative?” The job of the PR is...
What is Probate?
Each state has its own rules and requirements for probate proceedings. Probate is filed in the state in which you...
Prepare for the Unexpected
If you are in an unforeseen or emergency situation, make sure your loved ones know how to help you. Advance...
The Big Impact of Low Interest Rates
Interest rates are at historical lows. These small numbers can have a big impact on your estate planning, financial, and...
FL Property Tax Discounts
You may be eligible for certain discounts on your Florida property taxes, if paid before March of the following year....
Homestead in Florida
The deadline to file for your homestead exemption in Florida is March 1, 2021. Emily Helmick, Esq.
Estate Tax
The estate tax lifetime exemption is currently set at $11,580,000. Under the incoming Administration, we’re prepared to see the exemption...