Planning to Give Back
One pillar of estate planning is charitable giving. There are many ways to include charitable giving as part of your...
Closing Time- On Time
Most of what occurs during a real estate closing is unbeknownst to sellers and buyers. In this market especially, signing...
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...
Deadlines Approaching
Annual Reports for all Florida corporations, including LLC’s are now due. File yours by May 1st to avoid additional filing...
Tax Time Tip
The trustees for a Qualified Revocable Trust and an executor of the related estate can file a single tax return...
Real Estate Closings
Some states require real estate closings be held at an attorney’s office. This is not the case in Florida. However,...
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...