Weighing Your Options
Weighing the benefits of stepped-up basis, capital gains, and income versus tax implications for you and your beneficiaries is an...
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,...
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...
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...
Happy New Year!
With many possible impending changes on the horizon, don't forget to keep an eye out for changes that may impact...
Goodbye 2020, Hello 2021
But wait! If you haven’t already done so, now is a good time to tidy up your estate plan. Be...
Season’s Greetings!
Florida does not have an inheritance tax. If you aren’t a Florida resident, yet, it may be time to become...